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Mountaineers Books is the nonprofit publishing division of The

Mountaineers, an organization founded in 1906 and dedicated


to the exploration, preservation, and enjoyment of outdoor and
wilderness areas.

1001 SW Klickitat Way, Suite 201 • Seattle, WA 98134


800.553.4453 • www.mountaineersbooks.org

Copyright © 2013 by the San Diego Chapter of the Sierra Club


All rights reserved. No part of this book may be reproduced or utilized in any form, or by
any electronic, mechanical, or other means, without the prior written permission of the
publisher.

Printed in the United States of America


Distributed in the United Kingdom by Cordee, www.cordee.co.uk
Second edition, 1993. Third edition, 2004. Fourth edition, 2013.

Copy editor: Kris Fulsaas


Design: Mountaineers Books
Layout: Shelly Garrison
Photos: See individual photos for credits.

Illustrations on pp. 59, 66, 119, 122, 123, 125, 127–131, 133–135, 137, 139, 140, 142, 143,
145, 146, 148, 155, 161, 242–243, and 271 by Marge Mueller, Gray Mouse Graphics; on
pp. 73 and 83 from Stephen M. Cox and Kris Fulsaas, ed., Mountaineering: The Freedom
of the Hills, 7th edition, Seattle: Mountaineers Books, 2003; on pp. 242–243 adapted from
illustrations in an article by Ray Smutek in Off Belay magazine, Volume 7, February 1973;
and on pp. 154, 162–165, 179, 194, 195, 198, 200, 201, 206 by Ben Pease, Robert Frost,
and Bob Cram.

Cover photograph: Backpacker eating breakfast and enjoying an amazing sunrise in the
high eastern Sierra near Bishop, California (Photo by Dan Girard)

Library of Congress Cataloging-in-Publication Data

Wilderness basics: get the most from your hiking, backpacking, and camping adventures /
by the San Diego Chapter of the Sierra Club; edited by Kristi
Anderson. — Fourth edition. pages cm

ISBN 978-1-59485-821-5 (pbk) — ISBN 978-1-59485-822-2 (ebook)


1.Outdoor life—West (U.S.) 2. Wilderness survival—West (U.S.)
I. Anderson, Kristi. II. Sierra Club. San Diego Chapter.
GV191.42.W47W55 2013
796.50978—dc23
2013020452

ISBN (paperback): 978-1-59485-821-5


ISBN (ebook): 978-1-59485-822-2
Aubrey Wendling

Sandy Sanders

Jerry Schad

This book is dedicated to Aubrey Wendling, whose tireless efforts resulted in


the creation of the Basic Mountaineering Course in 1957, which has evolved
over the last fifty-six years into the current Wilderness Basics Course; to
Sandy Sanders, who devoted so much of his life to the WBC as a staff
member and outings leader; and to Jerry Schad, who explored and
documented all the trails and wonders of the San Diego area. These three
gentlemen represent the ideal of the Sierra Club and the Wilderness Basics
Course to explore, enjoy, and protect the wild places of the earth. We are
grateful to each of them.
Contents
Preface
David Rousseau

INTRODUCTION: A BRIEF HISTORY OF THE WILDERNESS


BASICS COURSE
Robert L. Feuge and Aubrey Wendling

CHAPTER 1. THE NORTH AMERICAN WILDERNESS


Jerry Schad, Olive Wenzel, and Bob Stinton

CHAPTER 2. LEAVE NO TRACE: OUTDOOR ETHICS


Alfred F. Hofstatter and Eugene A. Troxell

CHAPTER 3. GET UP, GET FIT, AND GET OUT!


Nancy Jungling

CHAPTER 4. PLANNING YOUR ADVENTURE


Marty Stevens and Dave Moser

CHAPTER 5. GEARING UP
Mike Fry, Bob Stinton, Jim Matlock, Jan Hawkins, Carolyn Moser, Priscilla Anderson,
Scott Anderson, and Glen Van Peski

CHAPTER 6. “EATING OUT” IN THE WILDERNESS


Pauline Jimenez, Priscilla Anderson, Scott Anderson, and Carolyn Moser

CHAPTER 7. FINDING YOUR WAY: WILDERNESS NAVIGATION


Nelson Copp, Ted Young, and Bill Edwards

CHAPTER 8. HOW’S THE WEATHER?


Earl Towson, Mark Mauricio, Keith Gordon, and Skip Forsht

CHAPTER 9. NOW LET’S GET OUT THERE!


Mike Fry, Robert L. Feuge, Nelson Copp, Donald B. Stouder, and Carolyn Moser

CHAPTER 10. CLOSE ENCOUNTERS OF THE ANIMAL KIND


Robert L. Feuge

CHAPTER 11. THE QUIET BEAUTY OF THE DESERT


David M. Gottfredson, Hal Brody, and Mike Fry

CHAPTER 12. WINTER SNOW TRAVEL


Mike Fry, Dave Ussell, and Robert L. Feuge

CHAPTER 13. OUCH! FIRST AID IN THE BACKCOUNTRY


Laura A. Wolfgang

CHAPTER 14. GETTING LOST AND DEALING WITH IT


Jeff Marchand and Donald B. Stouder

Appendix: Resources

Index
Preface
John Muir, the driving force behind the creation of the national parks in 1872,
went on to found the Sierra Club in San Francisco in 1892. In the late 1940s
and early 1950s, the popularity of camping and hiking in the great California
state parks and national parks increased dramatically. This was due, in part,
to the “rediscovery” of the writings of John Muir, the thousands of young
men who during the Great Depression had participated in the Civilian
Conservation Corps (which helped create the facilities and trails in the
national parks), and the vast number of veterans home from World War II.
These people and their families wanted to discover and explore the
wilderness areas of California and to find a sense of peace and adventure.
Unfortunately, many people were venturing into the mountains and deserts
without the knowledge to find their way, avoid dangerous animals, and
survive the sudden changes in weather. After all, John Muir wrote that he
would spend weeks in the Sierras with just a loaf of bread and a wool coat!
How hard could it be?
Today, people still want to escape the pressures of work and society and
are turning to the great outdoors in increasing numbers. Studies have shown
that hiking through the wilderness is more therapeutic than prescription
pharmaceuticals (for many people), and wilderness areas are some of the few
places left where you can “get away from it all.” With a pack on your back,
the trail becomes your sanctuary and time slips away while you explore in
quiet solitude.
This book, Wilderness Basics and the classic Mountaineering Basics have
been revised several times over the years to reflect innovations in equipment,
knowledge of nature and wildlife, and emergency procedures. One of the
trends today is the popularity of lighter and more versatile gear that allows
the hiker to go farther, in greater safety and comfort. This light gear is very
practical, but only if the hiker is skilled and experienced. Similarly, the low
cost and accuracy of Global Positioning System (GPS) units makes these
devices almost irresistible, but if they fail, hikers can be left in a situation
beyond their abilities, without the equipment or skill to return home.
The information contained in this book can raise that skill level
considerably, but the hiker also needs practical hands-on experience. This is
one of the reasons that training opportunities such as the Wilderness Basics
Course have become so popular. In the Wilderness Basics Course, students
are able to learn in a relaxed classroom environment and also participate with
seasoned hikers in weekend outings structured to increase their hands-on
knowledge in the field.
This fourth edition features a fully updated chapter on gear, including
lightweight gear tips and techniques to keep backpackers happy. The
navigation chapter is thoroughly revamped to discuss the adjusted declination
compass, with clearer diagrams to illustrate navigation concepts. With more
than sixty new photos, current updates, and completely rewritten conditioning
and first-aid chapters, this edition is one that we are confident the reader will
want to keep around.
Many volunteers contributed endless hours to this new edition, but if it
weren’t for the dedication and persistence of editor Kristi Anderson, this
book would never have gone to press. We at the Wilderness Basics Course
would also like to thank Diane Purkey Wilson and Skip Forsht, who spent
long hours reviewing the content and helping to keep this edition on track.
As Baba Dioum, a Kenyan environmentalist, once said, “In the end we
will preserve only what we love, we will love only what we understand, and
we will understand only what we are taught.”
I hope you enjoy this book and use its information “to explore, enjoy, and
protect the wild places of the earth.”
David Rousseau
Chair, 2011–12 Wilderness Basics Course

A NOTE ABOUT SAFETY


Safety is an important concern in all outdoor activities. No book can alert
you to every hazard or anticipate the limitations of every reader. The
descriptions of techniques and procedures in this book are intended to
provide general information. This is not a complete text on wilderness
travel technique. Nothing substitutes for formal instruction, routine
practice, and plenty of experience. When you follow any of the procedures
described here, you assume responsibility for your own safety. Use this
book as a general guide to further information. Under normal conditions,
excursions into the backcountry require attention to traffic, road and trail
conditions, weather, terrain, the capabilities of your party, and other
factors. Keeping informed on current conditions and exercising common
sense are the keys to a safe, enjoyable outing.
— Mountaineers Books
Introduction: A Brief History of the
Wilderness Basics Course
Robert L. Feuge and Aubrey Wendling

In 1956, on a warm Sunday morning in winter, a young couple took their


children for a hike in the mountains outside San Diego. During their outing, a
fast-moving storm quickly blanketed the mountains with heavy snow. It
reduced the visibility of potential navigational landmarks, and it also covered
the family’s tracks. In their wanderings, they walked through the forest in
circles, became lost, and then became fatigued. Being lightly clad and
without navigation aids, the unprepared family apparently struggled for hours
and then, one by one, fell and perished in the severe cold weather.
Two Sierra Club members, Henry Mandolf and Aubrey Wendling, read
the shocking news in the headline of the local paper, and after some
discussion, they concluded that they had the knowledge and experience to
help prevent such needless tragedy. With that goal in mind, the two men
developed the idea of a public service course that would teach those who
attended enough skills to survive in a variety of adverse conditions.
Wendling had been an avid mountaineer in Seattle, where he had
completed a course offered by The Mountaineers that was based on a book
the club published entitled Mountaineering: The Freedom of the Hills. Thus
inspired and with assistance from The Mountaineers and the Rock Climbing
section of the San Diego Sierra Club, he and Mandolf hammered out a short
course on mountaineering that also contained information about how to
survive in diverse climates and under adverse conditions.
In the spring of 1957 the first course, entitled “Basic Mountaineering,”
was offered, and it attracted twelve students. The valuable course caught on
as people began to increasingly explore the great outdoors in California.
Word continued to spread over the following years, and hundreds signed up
for the annual Basic Mountaineering Course, or BMC.
To meet the needs of large classes, Mandolf and Wendling decided to
formalize their notes into a book. Under the auspices of the San Diego
Chapter of the Sierra Club, their first mountaineering book, Basic
Mountaineering, was published by Conklin Litho of San Diego and quickly
became known as the “Red Book” because of its red paperback cover. It was
112 pages and covered topics such as equipment, orientation, weather,
miseries and first aid, mountain travel, winter travel, rock climbing, desert
travel, and rescue. It was a succinct compilation of everything a person needs
to know in order to venture safely into the wilderness and cope with changing
circumstances.
Through several revisions and additions, the “Red Book” stayed close to
its mountaineering heritage. In 1983 the book grew to 240 pages and was
renamed Mountaineering Basics, sporting a new red cover with a photo of
Yosemite National Park’s Half Dome. Important topics were added, such as
how to prepare for an outing, physical conditioning for hiking, trail behavior,
and camp behavior. This edition, dedicated to Mandolf, was published by
Avant Books of San Diego.
From the beginning, the subject matter of the BMC was reinforced by
taking participants out into the California wilderness. Those outings gave
students the opportunity to experience the wilderness and practice what they
had been taught in the classroom. Outings included camping in the desert,
land navigation, rock climbing, and camping in the snow. To be safe and
effective, the outings required qualified, skilled leadership, so training
courses for BMC leaders were developed in the 1970s.
Demand soon exceeded the BMC’s classroom facilities as well as its cadre
of available qualified leaders, so limits had to be placed on course enrollment.
By the late 1980s, the BMC was limited to the first 300 students who
appeared and enrolled at the door. The news of the BMC’s success spread
throughout the Sierra Club, and offshoot courses were developed. A North
County San Diego BMC was established, and thereafter, the Los Angeles
Chapter of the Sierra Club established another BMC for the LA area. All
versions of the BMC used the “Red Book,” although the course content
varied slightly among the different locales.
Along with adventurous outings comes risk. Consequently, the BMC,
through the Sierra Club, prudently decided to carry insurance to indemnify
itself against wrongful injury claims. As insurance rates increased, course
organizers reconsidered using ice axes on winter outings and leading rock
climbing sessions, and in the late 1980s, such riskier features were dropped
from the BMC curriculum.
To recognize this more conservative response to risk management and to
better serve the burgeoning demand for wilderness travel in San Diego
County, the book and the course were completely rewritten and renamed
under the editorship of the late Jerry Schad. In 1991 the old BMC became the
Wilderness Basics Course, or simply WBC, and the book became Wilderness
Basics, published by Mountaineers Books in Seattle. Sections were added
about the western wilderness, wilderness ethics, wilderness travel with
children, and travel along ocean shores, and, in later editions, animal
encounters and mountain biking.
From 1961 until 1993, all editions of the book were published strictly to
support the course. With assistance from Mountaineers Books, Wilderness
Basics was greatly expanded in 1993 and republished with a view toward
marketing it nationally and internationally. Proceeds from the book were used
to offset the rising costs of staging and updating the course.
Today, the WBC is a thriving endeavor. It has been estimated that the
course has trained well over 20,000 students in San Diego County in its fifty-
six-year history. When students in the LA Chapter’s course are added, that
number is far higher. But has it saved lives? Has it prevented tragedy?
That question can be answered by the stories of many WBC graduates. In
2002, for example, Robert Feuge led a hike in Arizona during which a hiker
collapsed and seemingly died. At first stunned, Feuge fell back on his WBC
training to help organize the revival of the fallen hiker and then direct a
helicopter to the site, which flew the victim out of the wilderness to safety
and medical assistance. Feuge is convinced that the fallen hiker is alive today
because of his WBC training.
Aubrey Wendling next to his wife and daughter in 1960
The North American Wilderness
Jerry Schad, Olive Wenzel, and Bob Stinton

Considerable debate exists about what defines wilderness. Some think of


wilderness as land set aside so that it maintains a natural state, while to
others, wilderness is a landscape virtually untouched by humans without
regard to its designation. Still others may use a more novel way of defining
wilderness by describing what it is not.
Wilderness is not a place dependent on human intervention—like a garden
or a golf course or a city park—that will collapse into disarray without
constant attention. Certainly, wilderness needs no human presence, even
though humans may visit on occasion. For the purpose of this book, the
definition of wilderness is a broader one: the wildlands or open spaces
outside of human development.
Almost everyone feels the need sooner or later to cast aside the complexity
of and links to civilization and to escape to a wild place, to reconnect with the
natural world, if only for a few hours or a few days. Many people find
relaxation, inspiration, fellowship, and adventure through their travels
outdoors. These wild places have an uncanny way of reminding us of the
important things in life, and after each adventure we return invigorated and
with lifelong memories.
A hiker enjoys expansive views from a high point in Sequoia and Kings Canyon National
Park. (Photo by Dan Girard)

Traveling in these vast wild spaces, we learn to observe and fit into the
environment. We become more aware of the fragility of each component of
the natural world and begin to recognize our responsibility as stewards of this
remarkable planet.
The distinctive features of the North American wilderness inspire a long
list of superlatives. Few coastlines around the world surpass the scenic
grandeur of the geologically youthful Pacific, where mountains sweep
dramatically down to the sea. Our continent has world-class mountain ranges
and peaks in the western half, as well as gentler ranges in the East, such as
the Appalachians, which are remarkable for their rich flora and fauna. North
America claims the world’s tallest trees, the world’s most massive trees, and
the world’s oldest trees. It also features some of the world’s lowest, hottest,
and driest deserts and some of the deepest river gorges.
In the wilderness, we glimpse the world as it once was on a global scale.
In the mountains, in the deserts, and along wild coastlines, our senses drink in
simple pleasures: clean air scented by wildflowers, muffled silence in an old-
growth forest, the blast of icy air off a glacier, the grace of a bighorn sheep
moving on stone, the thunder of breakers felt as well as heard.
In the late nineteenth century, people began to look to escape their urban
existence, to meet their needs for exploration, solitude, and the beauty of wild
places. These outdoor enthusiasts began forming organizations such as the
Appalachian Mountain Club in 1876, the Sierra Club in 1892, Oregon’s
Mazamas in 1894, and Seattle’s The Mountaineers in 1906. These four clubs
still provide wilderness adventures today because they still meet the needs for
exploration, solitude, and the beauty of wild places. Their mottos and mission
statements include the words explore, enjoy, learn, conserve, fellowship, and
protect, which sum up the wilderness experience and the responsibility that
comes with the use of wildlands.
During this same period, at the urging of individuals, the US Congress set
aside the first national park, Yellowstone, in 1872, and this was followed by
Banff in Canada in 1885. From this beginning, concerned citizens worked
with the government to expand the park system to include many of North
America’s most remarkable landscapes. Many are now distinguished by their
inclusion in national, state, and provincial parks.
A staggering amount of land, particularly in the western United States,
including Alaska, falls within the public domain. California, even with its
exploding population now approaching 38 million, contains about 35 million
acres—about one-third of its total area—of parks and other lands open to
public recreation. Huge swaths of public lands exist in Nevada, Utah,
Arizona, and Alaska, while substantial tracts have been set aside in Canada
and the eastern half of the United States. The national and state parks spread
across the Appalachian Mountains from Georgia into Maine would be the
envy of most other nations around the world.
Granitic boulders surround a camper enjoying his morning coffee in Anza-Borrego Desert
State Park, California. (Photo by Dan Girard)

Wilderness lovers have worked for decades to improve access to remote


areas without damaging them. The 2000-mile Appalachian Trail offers the
dedicated walker a sizable perspective of an entire mountain range. In the
West, the Pacific Crest Trail stretches 2600 miles along the roofline of
California, Oregon, and Washington. The Continental Divide Trail traverses
3100 miles down the spine of the Rocky Mountains. The “New World” is
spacious enough to contain large tracts of natural landscape, and stunningly
beautiful lands remain relatively untouched.
It is not only the grand and remote landscapes and famous trails that are
worth an explorer’s attention. Plenty of wild areas lie just beyond the fringes
of some of the biggest cities. Only twenty air miles from downtown Los
Angeles, black bears, bighorn sheep, and mountain lions roam the canyons
and crags of Angeles National Forest. A climber living in Denver, Colorado,
can take on any of several alpine summits only an hour’s drive away. Just
over the Golden Gate Bridge from the skyscrapers of San Francisco, serene
Muir Woods National Monument beckons those weary of city life. Portland,
Seattle, and other cities of the Pacific Northwest have abundant opportunities
for winter mountaineering on nearby glacier-draped summits such as Mount
Hood and Mount Rainier. Even in America’s crowded eastern seaboard,
semiwild areas such as the Pine Barrens of New Jersey and the Catskill
Mountains of New York lie within a one- or two-hour drive.

The grandeur of Elowah Falls in John B. Yeon State Park, Columbia River Gorge National
Scenic Area in Oregon (Photo by Jody Stell)

Wherever we find them, these wild places deserve our attention and care.
This book was written to help the outdoor enthusiast prepare for wilderness
outings. Enjoy the wildlands of North America, and the world, and at the
same time protect both yourself and the environment from injury of any kind.
Leave No Trace: Outdoor Ethics
Alfred F. Hofstatter and Eugene A. Troxell

Wilderness is where you go to be closer to your roots. As T. K. Whipple


wrote in Study Out the Land, “All America lies at the end of the wilderness
road, and our past is not a dead past but still lives in us.… Our forebears had
civilization inside themselves, the wild outside. We live in the civilization
they created, but within us the wilderness still lingers. What they dreamed,
we live; and what they lived, we dream.”
The Wilderness Act of 1964 was the first major step of the US Congress to
reserve large plots of undeveloped land as federally administered wilderness
areas. Before that, certain lands were set aside as “primitive areas,” but there
were no officially designated and protected wilderness areas. The Wilderness
Act defines wilderness as “an area where the earth and its community of life
are untrammeled by man, where man himself is a visitor who does not
remain…. It is a region which contains no permanent [human] inhabitants, no
possibility for motorized travel, and is spacious enough so that a traveler
crossing it by foot or horse must have the experience of sleeping out-of-
doors.” Wilderness, by this definition, included most of the earth’s surface as
recently as a hundred years ago. Today, as the global human population
reaches more than 7 billion, wilderness is rapidly disappearing. Most modern
Americans live their entire lives with no real experience of it.
A backpacker enjoys the view in Zion National Park, Utah. (Photo by Robert Burroughs)

Many, however, still distantly recognize the wilderness as home and feel
comfortable there. After all, the land that “generally appears to have been
affected primarily by the forces of nature, with the imprint of man’s work
substantially unnoticeable,” as the Wilderness Act states, is the environment
in which all forms of life have developed over eons.
In the wilderness, it is not uncommon to reach a clear awareness of what
you have recently come from and of what you will soon return to. As John
Muir wrote in his journals, “I only went out for a walk, and finally concluded
to stay out till sundown, for going out, I found, was really going in.”
Two hundred years ago, a person might cut brush for a campfire, remove
tall grasses and saplings to make camp beside a stream, and wash up in the
clear, flowing water. A few others might repeat the same actions in the same
area in a year’s time, with no appreciable harm done. The natural
environment has sufficient regenerative power to heal the wounds inflicted
by a few people each year. This does not mean there would be no evidence of
people having been there. Desert environments, for example, heal even the
smallest scars very slowly. But if the number of people likely to camp in the
same area each year jumps to a dozen, or a hundred, or a thousand, the
cumulative impact on even relatively stable areas may be well beyond the
regenerative powers of the natural environment. Even John Muir, a pioneer in
the realm of wilderness ethics, would need to alter his wilderness behavior
were he to camp today where he camped a century ago.
As usage of parks and wilderness areas soars, managers are forced to
impose regulations to minimize the cumulative impact of large numbers of
people. There will be more of this as numbers increase—permit systems,
trailhead quotas, and rules regulating actions as personal as toilet behavior
and as sacrosanct as building campfires.
The word ethics comes from the Greek word ethos, for character. Even if
there were no official rules imposed on the area you visit, you should still
regulate your behavior. It is important to think of your own impact, as well as
the consequences of dozens, or hundreds, or thousands of people repeating
the same acts.
The staggering number of human beings, as well as advancing technology,
provides good reason for rethinking and recasting traditional wilderness
ethics. Wilderness ethics need to be based upon an awareness of the
interconnections among all things. John Muir put it nicely in My First
Summer in the Sierra: “When we try to pick out anything by itself, we find it
hitched to everything else in the universe.” This ethic would enhance, not
destroy, the ongoing process of evolution by supporting the web of life. If
you temper your actions with concern and tread lightly upon the delicate and
beautiful natural world, you can consider carrying that same ethic back into
your everyday life.
Taking a moment to appreciate the sunset in Zion National Park, Utah (Photo by Robert
Burroughs)

Land management agencies have set in place rules and regulations to


ensure safety and reduce impact. While common sense is always important, it
alone is insufficient to allow you to accurately assess the cumulative effects
of many seemingly inconsequential behaviors. One behavior might not seem
destructive until you consider the effect of similar behavior by hundreds of
other people. Therefore, it is important to be aware of the longterm
cumulative effects of your presence in the outdoors, whether you visit a
pristine wilderness area or a neighborhood park.

LEAVE NO TRACE
In 1964, when Congress began establishing wilderness areas, it soon became
apparent that it was important to apply special rules to these untrammeled
places.
Unfortunately, it also soon became obvious that rules, quotas, closures,
and stricter regulations were not working. The outdoor recreation boom of
the 1960s and 1970s was inflicting damage on wildland environments faster
than nature could repair it. People were loving the outdoors to death, and the
land could not recover. If quotas, rules, and closures were not working to
protect the wilderness, what would?
Campers and hikers must take responsibility for their actions and
activities in the wilderness.
By the early 1980s, several federal land management agencies were
teaching and fostering “No Trace” educational programs for campers, but a
standard and universally accepted program that would apply to all wilderness
areas was needed. What resulted was the Leave No Trace educational
program that promotes skills and ethics to support the sustainable use of
wilderness and natural areas. Established in 1994, Leave No Trace, Inc., was
the outgrowth of a joint effort between the US Forest Service, the National
Park Service, the Bureau of Land Management, the US Fish and Wildlife
Service, and the National Outdoor Leadership School. Manufacturers,
outdoor retailers, user groups, educators, and individuals who shared a
commitment to protect the wilderness joined in the support of Leave No
Trace.
Seven core principles are the foundation of the Leave No Trace education
program:
1. Plan ahead and prepare.
2. Travel and camp on durable surfaces.
3. Dispose of waste properly.
4. Leave what you find.
5. Minimize campfire impacts.
6. Respect wildlife.
7. Be considerate of other visitors.
These principles can be applied anywhere—in remote wilderness areas,
parks, even your backyard—and to any recreational activity. Educate yourself
and others, and adopt the habits and skills that lead to a Leave No Trace
culture for your outdoor ethics.

THE PRINCIPLES OF LEAVE NO TRACE


1. Plan Ahead and Prepare
Regulations. Know the regulations and special concerns for the area you
plan to visit. What are the environmental concerns? Is a permit required?
What special skills are needed? Is there a group size limitation?
Popular areas. Try to schedule your trip to avoid times of high use.
Consider a less-popular wilderness area nearby.
Equipment. Start with the Ten Essentials, and choose your equipment,
food, and water based on the weather, terrain, and potential emergencies.
Skills. Develop your skills in navigation, first aid, and Leave No Trace
practices.
Tell a friend. Leave an itinerary and map with a friend or other
emergency contact, as well as a description of your intended route, the
telephone number of the nearest ranger station or controlling agency, and
your anticipated return date and time. Don’t forget to check back in upon
your return.

2. Travel and Camp on Durable Surfaces


Durable surfaces. Hike and camp on durable surfaces—trails, expanses of
rock, established campsites, gravel, snow, sand, dry creek beds—that are
resistant to damage. This is especially important in desert and meadow
regions where recovery of damaged plants and terrain is extremely slow.
Established campsites. Concentrate your activity in established campsites
and on designated trails to minimize the spread of damage to the undisturbed
environment. Don’t create “social trails” by bushwhacking between
campsites or trails. It is best to limit the impact of your visit to established
campsites that are worn rather than starting new damage in a new site. When
leaving, clean the site and leave it as natural as possible.
Nonestablished (pristine) campsites. Lightly used areas that do not (or
never have) seen much camping activity can be considered nonestablished
campsites; however, you will encounter areas that have signs of prior
camping. Let nature take its course to reclaim these sites, and seek out
durable surfaces instead. Reserve the most durable surfaces for cooking and
eating activity and, if necessary, less durable areas for sleeping. Clear away
small rocks and sticks, but do not do any trenching or grading. Move your
camp daily to avoid causing lasting effects, and manage your activity to avoid
harming the natural features of the site. Vary your routes to water, the
“bathroom,” and the sleeping area. Avoid camping in areas of animal activity
(burrows, nests, game trails) or near scarce water sources.
Crossing a river in Yosemite (Photo by Skip Forsht)

Departing a campsite. Before leaving, replace rocks, logs, or sticks you


have moved. Use a dead branch to rake away footprints. Cover bare areas
with pine needles or leaf litter. Make the site less obvious as a campsite so
that it can recover.
Distance to water. Establish your camp at least 200 feet (eighty adult
paces) from water sources. In desert areas check the local regulations, as this
distance can be as far as a quarter of a mile to protect the availability of the
water to wildlife.

3. Dispose of Waste Properly


Pack it in, pack it out. Seasoned wilderness visitors are familiar with the
mantra “pack it in, pack it out.” This means that whatever you pack in, pack
it back out: all trash, leftover food, and litter. Human food and garbage can be
lethal to animals, so don’t bury or burn trash or food scraps. Organic litter
such as orange peels, apple cores, or banana peels take months to decompose
and attract animals that may attack your (or someone else’s) food supply.
Human waste. If an established outhouse or bathroom is available, use it.
If not, urinate at least 200 feet from water, camps, and trails. Try not to
urinate on plants, as salt-deprived animals can defoliate them to get the salt
from the urine. Deposit fecal matter in a cat hole dug 6–8 inches deep and at
least 200 feet from water, camps, trails, and drainages. Look for soil that
contains organic matter, as the microbes found in the soil break down the
feces and pathogens. Where the ground is devoid of organic matter, such as
desert sand, dig a shallower cat hole in a sun-exposed but inconspicuous spot
where the sand will be heated to a temperature that destroys the pathogens.
If you cannot retreat 200 feet from a water source (in a narrow canyon
with high walls, for instance), pack out fecal matter; in some high-use areas,
this is required, so check local regulations and equip yourself properly.
Numerous kits designed for packing out human waste are commercially
available, so find the product that is best suited for your trip. One product
called a WAG BAG (or “waste alleviation and gelling” bag) provides a
double bag system, the inner bag containing a gelling powder. The powder
gels the waste, turning it to solid, and neutralizes odor. The outer bag has a
secure, airtight seal, and all the components are nontoxic and biodegradable.
Whether you bury or carry out human waste, always plan ahead to pack
out—not burn, because they seldom burn completely—used toilet paper, wet
wipes, sanitary napkins or tampons, and soiled diapers.
Water for washing. It is best to collect water and carry it to a wash site
200 feet or more away from water sources and away from camp. Use, only if
absolutely necessary, minimal amounts of biodegradable soap. Strain
dishwater that contains food scraps through a sieve or cloth, put the food
scraps into a garbage bag to pack out, and scatter the water (as opposed to
pouring it out in one spot). Do the same for used (or gray) water from
laundry.
Petroglyphs (rock carvings) loom over a canyon in the Coso Range, California. (Photo by
David M. Gottfredson)

4. Leave What You Find


Artifacts. By observing and not taking, we pass the gift of discovery on to
those who follow. Historical and archaeological artifacts are protected by
many state and federal laws that make it illegal to disturb or remove them.
Pretty rocks, feathers, plants, and so on should be left in their natural state—
not in your possession. Instead, let photos and memories be your souvenirs.
Avoid spreading nonnative plants and animals. Invasive species of
plants, animals, and organisms can cause large-scale, irreversible changes in
ecosystems. The following guidelines help to prevent the spread of invasive
species:
• Don’t transport flowers, weeds, or aquatic plants into wetlands.
• Clean dirt out of your boots or tire treads.
• Empty and clean your packs, tents, stock trailers, boats, fishing
equipment, vehicles, and other gear after each trip.
• Never discard or release live bait.
• Make sure pack stock and pets are immunized and their coats are free
of seeds and harmful pests (for example, ticks).
• Make sure your stock feed (hay, oats) is weed free. Feed your stock
only weed-free food for three days prior to entering the backcountry.

5. Minimize Campfire Impacts


Problems of traditional campfires. The natural appearance of many
recreation areas has been compromised by the careless use of fires and the
demand for firewood. Campfires are beautiful at night, but rings of soot-
scarred rocks overflowing with ashes and partly burned logs, garbage, and
trash are unsightly. More importantly, campfires can and do ignite wildfires.
Much of the lasting damage associated with campfires in the backcountry
can be avoided by using lightweight stoves, fire pans, mound fires, and other
Leave No Trace techniques.
Cook on a stove. Carry a lightweight stove and sufficient fuel to cook all
meals. It is much more efficient, and your pots will never have soot on the
bottom.
Decide if a minimum-impact fire is possible. Ask yourself these
questions to determine whether a campfire would be safe, appropriate,
responsible, allowed, and desired:
• Is a fire permit required?
• What are the pertinent campfire regulations and management
techniques?
• Is it really safe to build a campfire? Consider the wind, clearance from
flammable vegetation, weather, location, and wood supply.
• Is there a fire ring?
• Is there a sensible alternative?
• Can it be safely put out? Have a stick or trowel and a container of
water to saturate the ashes or extinguish a spreading fire.
Use an established fire ring or grate. The best choice is to use an
existing site. When you are done, leave it in a cleaner condition than you
found it. This encourages those that follow to use it and not construct new
ones.
Use an alternate campfire method. Where there are no fire rings, use a
sensible alternative, bring a fire pan, or make a mound fire:
• A buddy burner (a candle in a can—learn how to make one in Chapter
11, “The Quiet Beauty of the Desert”)or a candle lantern is a sensible
alternative that provides a sense of warmth and, regardless of how
small it is, comfort.
• Pan fires are built on about an inch of sand placed in the bottom of a
metal pan (such as an aluminum roasting pan or something similar)
that you pack in. Scatter the cold ash or pack it out.
• Mound fires are built on a mound of sand, gravel, or soil with low
organic content. Lay down a small ground cloth and collect enough of
the mound material to build an 18- to 24-inch-diameter by 8-inch-high
flat mound on the cloth. This insulates the heat of the fire from
scorching the ground. When you are done with the fire, saturate the
ashes and scatter them away from camp. Replace the soil to its
original site.
Gather firewood properly. If gathering firewood is permitted, use only
dead and downed wood. The sticks you collect should be no thicker than your
wrist. These burn completely, as opposed to large logs that usually remain
only half burned. Don’t snap branches off trees. Many areas do not allow
firewood to be transported in from other locations because of the spread of
invasive insects. Before you bring wood from home, find out if it’s allowed
in the areas you plan to visit.
• Manage your campfire.
• Never leave a fire unattended.
• Don’t put food, food waste, or trash in the fire. Trash can give off
toxic fumes, and food never completely burns.
• Break up long sticks so the ash will stay in the fire pit. Unused long
sticks can be returned to the habitat and will look natural.
• Burn wood completely to ash. Stop feeding the fire long before
bedtime so that you can make sure the wood will burn completely to
ash before you retire.
• Saturate the ash until it is cool to the touch, all the way to the bottom
of the ash pile.
• In the morning, scatter the ash over a wide area away from the
campsite.
• Restore the fire site to its natural appearance. Remove and scatter fire-
ring rocks and replace the soil from a mound fire to its original
location.

6. Respect Wildlife
Human interaction with wildlife. Encounters with wildlife inspire tall tales
and long moments of wonder. Yet around the world, wildlife faces threats
from loss of, fragmentation of, and encroachment into habitat, as well as
invasive species, pollution, overexploration, poaching, and disease. We, not
the wildlife, are the only ones who can be responsible for coexisting
peacefully.

Seeing wildlife, such as this bull moose near Spiney Lake, Colorado, is memorable, but try
not to disturb wildlife. (Photo by David M. Gottfredson)
Never feed wildlife. Giving human food to wildlife is unhealthy for them
and alters their natural behavior. Animals are adept opportunists. When
attracted by an untidy camp kitchen or a handout, they overcome their natural
wariness of humans and learn to associate humans with food. This can result
in your being harassed by pesky marmots or squirrels or, worse, aggressive
bears. Prospects of an easy meal also lure animals into hazardous spots such
as campsites, trailheads, roads, and villages where they can be attacked by
dogs or hit by vehicles.
Store food securely. Check local regulations and suggestions for proper
care of your food supply. In areas where there is no threat of bears, simply
hanging the food bag to keep it away from rodents and small carnivores
should be adequate. In bear country, use bear lockers if they are available at
established campsites. Away from bear lockers, use of a bear canister is
strongly recommended, and in some areas it is required. The alternative is to
hang your food, which might not be an approved method in some
jurisdictions (see “Food Storage in Bear Country” in Chapter 10, “Close
Encounters of the Animal Kind”).
Observe wildlife from a distance. Do not follow or approach wildlife. If
animals react to your presence, back away and detour around the area. Large
predators such as bears and mountain lions are dangerous. Check with local
authorities as to the correct camping and hiking practices in the area. Always
keep children in immediate sight. Remember, they are often the same size as
animal prey.
Avoid sensitive seasonal times and habitats for wildlife. While mating,
birthing, and guarding their young, wildlife can be overly aggressive or
stressed.
Wildlife and pets don’t mix. It is best to leave pets at home. If you must
travel with a pet, check local restrictions. Most national parks prohibit dogs
on trails, so check before you go.

7. Be Considerate of Other Visitors


Respect other visitors. Maintain a cooperative spirit in the wilderness. This
protects the quality of everyone’s experience. Interactions should reflect the
knowledge that you can and do rely on each other in times of need.
Trail courtesies. Practice courteous behavior on the trail:
• Give a friendly greeting.
• Wear earth-toned clothing.
• When encountering horses on a trail, move well off the trail on the
downhill side.
• Give right of way (the right to proceed first) to uphill traffic and
heavier-laden travelers, stepping aside to let them pass.
Camping courtesies. Observe courteous behavior in camp:
• Don’t disturb livestock or equipment of equestrians, ranchers, anglers,
loggers, trappers, or miners.
• Leave gates as you found them.
• Place your campsite out of the sight of and sound of trails and other
campers.
• Tune in to the sounds of nature. Eliminate or minimize the use of
radios, cell phones, musical instruments, whistles, or loud voices.
The information in this chapter was adapted from the Leave No Trace
Center for Outdoor Ethics, © 2011. For more information on Leave No
Trace, see the “Resources” in the appendix. (The authors are grateful for the
information and help from Leave No Trace, Inc. in writing this chapter.)
A good motto to remember: Those that follow you should not regret that you were here.
(Photo by Al Hofstatter)
Get Up, Get Fit, and Get Out!
Nancy Jungling

There are endless opportunities to explore the outdoors, but pain, injury, or
fatigue can ruin a great trip. Whether you prefer a guided nature walk or a
several-hour climb up Half Dome, your best piece of gear is your personal
fitness. Start early and slowly to be successful.

GETTING STARTED WITH FITNESS


You can begin outdoor exercise no matter what shape you are in.
Conditioning for wilderness travel is no different than conditioning for any
other fitness pursuit, and an effective training program will build physical
strength as well as confidence. Novice hikers are often concerned about being
able to keep up with the group, yet even experienced hikers need training for
more strenuous adventures such as a Grand Canyon rim-to-rim hike or a
summit of Mount Whitney. Physical and mental preparations are equally
essential for a safe and enjoyable experience.
Training should be specific to your activity, and the best training for
hiking and backpacking is to start hiking and backpacking! Stair climbing,
elliptical training, and running are also compatible training activities because
they use the same muscle groups as hiking and backpacking. Running should
be done at an aerobic level (jogging) versus an anaerobic level (sprinting).
Cross-training with several different activities is a great way to prevent
boredom, and it allows you to stay active and advance your conditioning
without overusing the same muscle groups.

Running is a great way to combine your conditioning program with enjoyment of the
outdoors. (Photo by Jerry Schad)

Regardless of your starting fitness level, a comprehensive exercise


program should address several areas of conditioning:
• strength
• flexibility
• balance
• endurance
Strength is your body’s ability to push, pull, lift, or carry a load—very
important if your goals involve hiking up or down steep hills, using your
upper body for scrambling, carrying a backpack for a multiday trip, or maybe
lifting logs and debris for trail maintenance. The best exercises for strength
are weight training types, whether you do machines or free weights at the
gym or use your own body weight in calisthenics. Exercises such as squats,
lunges, jumping jacks, push-ups, and pull-ups, as well as using rowing
machines and CrossFit (a style of fitness training with constantly varied,
high-intensity, functional movement), complement hiking and outdoor
activities. Consult a personal trainer, physical therapist, or exercise
physiologist if you are new to the equipment or style of exercise, to prevent
injury.
Muscles also work differently depending on the type of activity they are
performing, and it is important to include both concentric and eccentric
exercises in your routine. In a concentric contraction, the muscle shortens as
it produces power to move a joint; think about your quadriceps muscle in the
front of your thigh as you climb up a steep hill. In an eccentric contraction,
the muscle lengthens as it works to decelerate your motion; for instance, this
is how your quadriceps work as you walk slowly down a hill. You can see
how it becomes important to train both types of muscle contractions! It can
be more complicated to plan a comfortable trip when you can only tolerate
one direction.
Flexibility is your ability to stretch and lengthen. Think of a rubber band.
Good flexibility allows the rubber band to stretch and relax and accommodate
changing amounts of tension. Poor flexibility leaves the rubber band brittle
and more vulnerable to breaking. The less flexible your muscles are, the more
susceptible you will be to strains, sprains, and damage. We need flexibility in
our legs for stepping up, over, and around things in the backcountry; for
taking wide steps in boulder hopping and stream crossings; and even for
squatting in the woods when nature calls! We need flexibility in our rib cage
for deep breathing, flexibility in our shoulders for taking our packs on and
off, and flexibility in our feet and ankles for hiking over uneven terrain such
as loose rocks or sand. Yoga, gentle stretching, and Pilates are all good
examples of flexibility exercises.
Balance is our ability to maintain upright over our base of support. This is
important for our safety when hiking on steep or loose terrain, boulder
hopping and scrambling, and staying dry during stream crossings. Tai chi,
yoga, wobble board activities, superslow activities, physioball exercises, and
eyes-closed activities can challenge your balance.
Endurance is our ability to last over time. Good endurance allows for
longer hikes, multiday trips, and multiple activities. Endurance training
requires aerobic activities that use oxygen for prolonged periods of time (for
example, running a marathon versus sprinting). Walking, cycling, hiking,
stair climbing, swimming, running, circuit training, Zumba, Jazzercise, in-
line skating, and using an elliptical machine are all good examples of
endurance training exercises. Good indicators of aerobic fitness include a
resting heart rate of sixty beats per minute or slower, as well as a rapid return
to a normal heart rate after exercise.

Tailor Your Fitness Plan to Your Activities


Consider your goals as you design your fitness plan. Different activities will
place different demands on your body, and you’ll want to tailor your routine
to meet your specific goals. For instance, see the activities, their
requirements, and suggested exercises in Table 3-1.
You may need to tailor your fitness routine to mimic the nature of your
adventure. For instance, if you plan on climbing to the summit of, say Mount
Whitney or Mount Rainier, then your training program would include
occasional sessions of moderate to vigorous exercise lasting for several
hours. Your lungs and heart are under greater stress at higher altitudes
because of the reduced oxygen content in the air, and long-duration exercise
coupled with frequent, short exercise sessions (such as interval training) will
help you attain your highest level of fitness.
The Mayo Clinic (see “Resources” in the appendix) recommends a
balanced routine of cardiovascular exercise (aerobic) and strength training.
They suggest 2½ hours per week of moderate-intensity aerobic activity and
two days per week of strength training. As a guideline for aerobic activity,
you should be able to talk but not sing while exercising. If you can sing and
carry a tune, you are not working hard enough. Pay attention to your body, go
at your own pace, and progress slowly as you feel comfortable. If you
dedicate yourself to quality conditioning, you will be rewarded with the
ability to last longer, go farther, and see more wilderness!

TABLE 3-1. FITNESS PLAN FOR OUTDOOR ACTIVITIES


Activity Requirements Suggested exercises
Rock Requires a lot of upper-body strength, Pull-ups, push-ups, lat
climbing strong core muscles, lots of gripping and pull-downs, rowing,
balancing, tremendous endurance for reverse crunches, straight
holding up your body weight, hip flexibility leg raises, bicycle
for rotating hips out so you can get close to crunches, core work, hip
the rock face flexibility exercises
Boulder Requires long steps in multiple directions, Lunges in multiple
hopping good balance directions, sidestepping
squats, triangle pose and
half moon pose (yoga),
core work
Scrambling Requires you to often be on all fours using Downward dog pose
arms and legs (yoga), mountain
climbers*, push-ups
Peak Repeated up- and downhill over several Squats, lunges, hill
bagging hours, lots of concentric and eccentric training, stair climbing
quadriceps strength, endurance
Backpacking Any of the above with a 30- to 45-pound Squats with weight, hill
pack on your back! Requires more load on training with your pack or
your trunk and pelvis, more leg strength a weighted vest on, lunges
with weights, core work
Flat trails Requires good walking tolerance, balance Exercises that help with
and nature on uneven terrain, ability to navigate hip flexibility, ankle
walks around or over hazards if needed flexibility, and safe
balance
* Mountain climbers are a specific type of calisthenic exercise popular in the military
or old-school physical education classes.

Exercise Regularly and Safely


Be creative about building activity into your daily routine. Take the stairs
versus the elevator; park farther away from the store; walk on a treadmill or
ride a stationary bike while watching TV. Walk to the grocery store and carry
your items back in your pack. Include different activities so you can exercise
various muscles while others rest. Break things up if you have to; for
instance, try walking for twenty minutes two times a day versus forty minutes
at a time. Be flexible, and don’t let a little bad weather keep you from
exercising outdoors. It’s bound to rain on a future trip, so why not test out
that raingear!
Allow time for recovery and healing, and avoid the old “no pain, no gain”
philosophy. If your body is in pain, something is not right, and you could be
in danger of hurting yourself. Listen to your body and stop if you feel faint,
pain, shortness of breath, dizziness, or nausea. If you have concerns about
your fitness or struggle with any preexisting conditions, it’s best to follow up
with your physician (see the next section).
The right gear can make exercising more comfortable and safer. Choose
shoes and boots that best support your foot type. A low or poorly defined
arch can lead to overpronation and plantar fasciitis as the tissues under the
arch are stretched, and you may require an orthotic or motion control shoe. A
very high arch or stiff foot may feel better with a less rigid shoe and more
cushion. You’ll want more cushion for hiking the granite of Yosemite and
maybe more support for the sandy terrain of the desert. Also, keep your
toenails trimmed to avoid any damage or loss of the nail.
A properly fitting backpack will ensure good body mechanics and
minimize back pain. Trekking poles can help redistribute the load on longer
or steeper outings so your legs don’t fatigue as quickly and your knees don’t
take as much pounding.

CONSIDERING POSTURE AND STRETCHING


If you sit at a computer all day during the work week, and you intend to be a
peak bagger on the weekends, you’ll want to consider your posture. Your
muscles and soft tissues will tend to “favor” whatever position they are in the
most. Prolonged sitting can have negative effects on flexibility, Getting Help
from Professionals especially the hip flexors, hamstrings, pectoral muscles,
and neck. As the muscles shorten to accommodate the sitting posture, it can
become more difficult to stretch and extend them when needed, such as
stepping over logs or rocks or high stepping up steep inclines or boulders. A
lack of flexibility increases the chance of injury, so frequent stretching is
important, both on and off the trail.
Most experts agree that some sort of warm-up prior to exertion is helpful
for increasing blood flow and oxygen to your muscles. Hiking and outdoor
adventures are dynamic activities, so an active warm-up is best to
complement how your muscles will be used on the trail. This can include
marching in place for three to five minutes or taking an easy walk to the
trailhead before things get more strenuous.
Simple stretching can be done at the trailhead and during the hike as
needed to prevent stiffness and allow your muscles to rest. Stretching after
your adventure is also good practice to relax and allow your muscles to cool
down in a lengthened position. This will minimize stiffness and soreness
through the night and the next days, especially after more strenuous outings.
The stretches shown on pages 34–36 address all muscle groups and can be
done outdoors on the trail.
Stretching should generally feel gentle and easy, as you relax into the
postures. You should not bounce or force yourself to move beyond comfort.
Forced aggressive stretching causes your body to guard against that
movement and could result in injury.

GETTING HELP FROM PROFESSIONALS


While anyone can enjoy the outdoors, some people may find themselves
more vulnerable. Chronic health conditions, preexisting injuries, physical
issues, gender-specific issues, and environmental factors should all be
considered prior to choosing the right outdoor activity for you. If you are
concerned about beginning an exercise program or have a preexisting health
condition (such as asthma, diabetes, or high blood pressure), you may want to
consult a health-care provider prior to any new outdoor adventures.
Your primary-care physician is able to assess your overall health and
any current symptoms, as well as perform diagnostic tests such as X-rays,
MRIs, and blood labs to diagnose disease. He or she can prescribe medication
and also refer you to other specialties such as podiatry, orthopedics,
neurology, or rheumatology if your condition requires additional care.
A physical therapist has knowledge of anatomy and movement. He or
she can help you rehabilitate any existing musculoskeletal injuries and also
assess your movement patterns to address any areas of weakness, decreased
range of motion, or incorrect body mechanics that could lead to injury.
side-bend stretch
gluteal stretch
squat
lower back stretch (Photos by Michael Jungling)
hip flexor stretch
hamstring stretch
quad stretch
calf stretch (Photos by Michael Jungling)
chest and shoulder stretch
trunk extension stretch
back-relaxing stretch (Photos by Michael Jungling)

A nutritionist specializes in dietary analysis, which can be helpful if you


suffer from food allergies or have special dietary concerns. A balanced diet is
essential on the trail for fuel and energy.
An acupuncturist is an alternative-medicine practitioner who uses thin,
solid needles to correct imbalances in the flow of qi (pronounced
“chi”)through channels known as meridians. In Traditional Chinese
Medicine, Considering Health Issues disease is perceived as an imbalance in
the functions or interactions of these meridians or in the interaction of the
body with the environment. If you experience symptoms such as chills, dry or
irritated skin, sweating or clammy skin, chronic runny nose, dry cough, dry
or itchy eyes, or headaches when exposed to the elements of nature (such as
wind, cold, or dampness), an acupuncturist may be able to help restore
balance.
An exercise physiologist studies the body’s metabolic response to short-
term and long-term activity. He or she can help design a safe exercise
program to meet your goals without compromising your health, including
modifications for high blood pressure, asthma, and other conditions that may
be exacerbated by exercise.
A personal trainer or strength-training specialist can help design a
fitness program for you and keep you on target for your goals. He or she
generally completes a certification program in exercise and can help you
develop a creative and fun program that keeps you interested in fitness.
A massage therapist manipulates the soft tissues of the body to restore
normal tone, promote relaxation, and reduce inflammation or swelling.
Massage therapy can be helpful in decreasing tension, addressing spasms,
and assisting with healing and recovery time after strenuous activity.

CONSIDERING HEALTH ISSUES


If you have been diagnosed with any particular health condition, you should
consult your physician prior to beginning or changing your exercise regime.
Medications are prescribed to stabilize body chemistry or regulate crucial
organ activity (such as your heartbeat, blood pressure, and cholesterol), and
changes in altitude, stress from the elements, dehydration, and nutrition can
all interfere with their effectiveness. It is best to consult with your physician
or health-care provider to discuss how your outdoor activity may affect your
symptoms so your dosage or use can be adjusted properly. It is also not
unusual for people to improve their health with regular exercise, so as you
become more fit, you may not need as much medication. Your physician or
health-care provider can appropriately monitor your needs.
Diabetes is a disease in which your immune system attacks the cells that
make insulin. Insulin is needed to control blood sugar levels, and without
insulin your blood sugar levels can rise to dangerous levels. Elevated blood
sugar can affect the eyes, kidneys, nerves, gums, and teeth. The most serious
complication of diabetes is heart disease. If you are diabetic, it may be
helpful to take the following precautions with outdoor exercise:
• Discuss with your health-care provider what exercise activity is most
appropriate for you. If you have severe eye disease or nerve damage,
some activities will not be safe for you. Your doctor may also want to
schedule a test to see how you heart responds to exercise.
• Learn the effects of various types of exercise on your blood sugar, and
have carbohydrate-based foods available during and after exercise.
You may need to adjust your insulin doses.
• To reduce the risk of hypoglycemia (low blood sugar), follow a
regular routine of exercising, eating your meals, and taking your
medication at the same time each day.
• Be sure to wear socks and shoes that are comfortable and fit well to
help prevent foot irritation. Always check your feet after exercise for
blisters, sores, and cuts that could lead to serious infection, which is
an especially dangerous problem for people with diabetes. Boots with
a wide toe box may be more comfortable and can accommodate
swelling on the trail.
• Carry your glucose monitor with you, and monitor your blood sugar
before, during, and after exercise so you can adjust your insulin or
food intake as needed. Always carry a small carbohydrate snack, such
as fruit or fruit drink, or glucose tablets for when low blood sugar
occurs.
• Always wear a medical ID tag or carry an identification card that
states you have diabetes.
• Never exercise alone in the wilderness. Exercise with someone who
knows you are diabetic, and educate them on what to do if you have a
low blood sugar reaction.
• Drink plenty of fluids during your outing. Dehydration can cause your
blood sugar levels to rise.
Blood pressure can be affected by altitude, diet, and stress. If you
currently take medication for high blood pressure or for blood pressure
regulation, you will want to consult your health-care provider for guidelines
with outdoor exercise. He or she may recommend a particular dosage, lower-
sodium trail snacks, and altitude precautions.
Allergies can affect your tolerance for outdoor activity. If you have hay
fever or are allergic to dust mites, bees, or grasses, your doctor may
recommend an antihistamine prior to exercising outdoors. The type of
medication depends on several factors, so it is best to consult with your
health-care provider for the prescription appropriate for you.
If you are allergic to certain chemicals, choose your clothing fabrics and
supplies carefully. You may do better with cotton or organic fabrics, such as
canvas, versus nylon or plastic types (like polyester). Consider this when
backpacking and selecting your tent and base layers.
Here are some suggestions for minimizing allergic reactions so that nature
doesn’t get the best of you in your outdoor activities:
• If your allergies are severe, wear a medical warning bracelet to alert
those around you of your condition.
• If you require an epinephrine pen for bee stings, make sure your
hiking buddy is aware of where it is located so he or she can assist you
if needed. Avoid bright-colored clothing, perfumes, or scented lotions
that may attract bees.
• Know your triggers, and avoid activity near those things that affect
you. Check the pollen counts and air pollution if needed prior to your
outing, and avoid peak hours of the day when pollen can be high (6:00
a.m. to 9:00 p.m.). If you must be outdoors during these times, it may
help to wear a bandana or face mask.
• Humidity can trigger mold growth and irritate mold allergies. Be
aware that mold allergies can be more troublesome in humid weather.
You may tolerate dry or rainy days better.
• Exercise in the rain! Rain clears the air, making it a good time to go
outdoors if you have allergies.
• If your allergies are severe, you may consider outings closer to help,
with easy access for emergency personnel to get to you if needed.
Asthma can make breathing difficult outdoors or at altitude. An inhaled
medication (such as albuterol) can be used before or during exercise to
prevent asthma problems, and your physician can recommend the best
medication for you.
• Avoid exercising in areas of chemicals or exhaust from traffic.
• Consider how stop-and-go types of activity versus long periods of
sustained activity affect you.
• Cold air and very dry air can be irritating to the bronchial tubes, so
consider traveling in warmer, moister climates. A face mask or scarf
may be helpful in colder weather.

Considering Women’s Issues


Typically, men and women are able to enjoy the same types of trips, but
women have some inherent characteristics both anatomically (body shape and
size) and physiologically (body chemistry) that must be considered when
they venture into the outdoors.
Pregnancy should not deter women from enjoying the outdoors, but it is
best to consult with your health-care provider prior to starting a new exercise
program. Exercise is generally good for both mother and baby, but certain
precautions should be taken, especially if you have a history of certain
medical conditions, including poorly controlled diabetes, high blood pressure,
heart disease, or bleeding.
The Mayo Clinic recommends beginning with as little as five minutes of
exercise a day, building up to ten minutes, fifteen minutes, and so on, until
you reach thirty minutes a day. In general, you should be able to carry on a
conversation while you’re exercising. If you can’t speak normally during
your activity, you are probably pushing yourself too hard. Precautions
women should take during pregnancy include:
• Try not to hike at high altitudes due to decreased oxygen availability.
• Do not take drugs and chemicals used for altitude sickness during
pregnancy.
• Do not use iodine for water purification during pregnancy.
• Avoid activities with a high risk of falling, such as free climbing, rock
climbing, boulder hopping, or hiking in steep, unstable terrain.
Abdominal trauma could be very dangerous to both mother and baby.
• After the first trimester, it is best to avoid exercise that forces you to
lie flat on your back. Pressure on the abdominal arteries can restrict
blood flow to the baby.
• Stop if you experience dizziness, headache, shortness of breath, chest
pain, abdominal pain, or vaginal bleeding, and consult your healthcare
provider.
• Never venture out into the wilderness alone, and consider outings
close to help and medical care if needed.
• Stretch before, during, and after your outing to minimize low back
pain and muscle tightness.
A growing abdomen causes a woman’s center of gravity to move forward,
which can affect balance. Pregnant women generally arch their back to
compensate for this anatomical change, and this can cause joint compression,
muscle tightness, and low back pain. Sitting periodically or leaning on a
bench or tree on the trail can help relieve pain.
Hormonal changes during pregnancy cause ligaments and tissues to relax,
which causes muscles to work harder to stabilize joints during activity or
sustained postures. Water retention and swelling can also affect balance and
activity tolerance.
Pregnant women should listen to their bodies and adjust their activity level
as needed. In later months it can be very uncomfortable to wear a backpack,
and balance may not permit scrambling or taking wide steps safely. Trekking
poles can assist with balance issues, compression socks can help with
swelling in the legs and ankles, and supportive boots can help with arch pain.
Consider shorter, flatter outings as you become more challenged.
Menstruation is a time of fluctuating hormones, and changing body
chemistry can increase the laxity in ligaments that support the low back,
knees, and arches of the feet. During this time, women may feel achy, off
balance, and less stable.
Osteoporosis is the loss of bone density and thinning of bone tissue over
time, and it begins happening long before you have any symptoms. Women
are more at risk for osteoporosis due to the dramatic decrease in estrogen
with aging, and advanced osteoporosis can make bones, especially in the hip
and spine, more susceptible to fracture. Spinal compression fractures can
cause a “stooping” posture, which makes it very difficult to carry a heavy
pack.
Your doctor may be able to slow the effects of osteoporosis by
recommending a high-calcium diet, resistance exercise, hormone replacement
therapy, or even special medications. If you have a family history of
osteoporosis, talk to your doctor about awareness and treatment. Osteoporosis
is no reason to stay off the trail, but you may need to be more careful and
take fewer risks to avoid falling.
Knee pain is more common in women due to wider hip angles and
hormonal changes that cause ligament laxity. It can be helpful to strengthen
the hip muscles (especially the abductors and external rotators) and stretch
any tight muscles (such as the iliotibial band, hip flexors, quadriceps, and
hamstrings). During flare-ups it is best to avoid activities that aggravate your
knee pain, such as walking up steep inclines or downhill, stair climbing, and
squatting.
Achilles tightness is more common in women who wear high-heeled
shoes because that footwear places the calf muscle and tendon behind the
ankle in a shortened position. Women who wear high-heeled shoes all day
and then attempt very aggressive activities such as running, jumping, or step
aerobics are more likely to develop Achilles tendonitis (inflammation of the
Achilles tendon) due to poor flexibility of the calf and Achilles tendon. Ice
and a nonsteroidal anti-inflammatory drug (such as ibuprofen) can
temporarily help with pain, but proper calf stretching and supportive flat
shoes will address the cause of the imbalance.

CONSIDERING GENERAL ORTHOPEDIC ISSUES


Rotator cuff tendonitis or tears can challenge activities that require upper-
body strength and stability, such as rock climbing, boulder scrambling, and
putting on or taking off a backpack. The rotator cuff is a group of four
muscles that coordinate to stabilize the shoulder’s ball and socket joint.
Overuse or trauma can cause small tears in the tendons, and over time these
tears can worsen or become inflamed, causing pain, swelling, and weakness.
Small tears usually respond to rest, ice, and strengthening exercises, but
larger tears often require surgery to repair the tendons. If you have shoulder
pain, ask for help to put on and take off your backpack, or use a bench or
rock to support its weight. Pack as light as possible (see Chapter 5, “Gearing
Up”), and minimize overhead re aching or aggravating activities.
Low back pain can be caused by muscle strains, ligament sprains, joint
pain or arthritis, d isc bulges, cartilage wear and tear, and nerve compression.
Each person has unique reasons for his or her pain, and it is important for you
to consult your physician or health-care provider for appropriate diagnosis
and treatment. What worked for your friend may aggravate your back. Try to
stay in a pain-free range of motion, even if this means modifying your trip
planning.
Those with back pain should always consider decreasing the load in their
pack and use a rock, tree, or backpacking chair for sitting in camp. Lying on
your back with your knees bent or your legs up can be a position of comfort
once you reach your destination.
Osteoarthritis can occur in any joint but is very common in the knees and
hips due to their load-bearing nature. Over time, the bones rubbing together
causes the protective layer of cartilage to wear down and the resulting friction
creates swelling, pain, and joint stiffness. In general, arthritis does not need to
keep you from the trail, but you should select trips that allow for rest breaks
and minimize pounding on your joints (such as downhill on granite). You’ll
be able to stay out longer with less discomfort if you plan for less mileage per
day.
Plantar fasciitis is the most common cause of heel and arch pain. The
plantar fascia is the flat band of tissue that connects your heel bone to your
toes. It supports the arch of your foot, and if you strain your plantar fascia, it
gets weak, swollen, and irritated. The result is heel pain or pain on the bottom
of your foot when you stand or walk. Plantar fasciitis is common in people
who are on their feet a lot; it can happen in one foot or both feet. Plantar
fasciitis can happen over time with poor foot mechanics.
Plantar fasciitis can be aggravated by characteristics such as your feet
rolling inward too much when you walk (excessive pronation); having high
arches or flat feet; walking, standing, or running for long periods of time,
especially on hard surfaces; being overweight; wearing shoes that don’t fit
well or are worn out; or having tight Achilles tendons or calf muscles.
During flare-ups it’s best to choose supportive footwear and flat, even
terrain. Wearing flip-flops or walking barefoot in the sand require the foot
muscles to work more strenuously and can aggravate symptoms.

GETTING OUT THERE


Preparing for an outdoor adventure is fun and exciting, and your fitness
routine should be the same. Start slowly, and start early! Begin training at
least ten weeks prior to a big trip, and be realistic. Be consistent, and stick
with it. You’ll see results, you’ll feel better, and you’ll enjoy the view from
the top!
Planning Your Adventure
Marty Stevens and Dave Moser

Planning a trip into the outdoors can be almost as much fun as the trip itself.
Reading books and spreading maps on the floor gives you a thrill of
anticipation. In the process, you may also learn about the flora of the area and
its history. The time and effort you put into your plans result in greater
enjoyment, increased safety, broader knowledge, and fewer unpleasant
surprises. Although most of this chapter applies to backpack trips (overnight
and longer), the concepts presented here also apply to day hikes. As for a
two-person backpacking trip, you would still go through the same planning
steps.

RESEARCHING THE TRIP


To help plan your trip, you can rely on five primary resources.
Internet. The foremost planning resource is the Internet. Online you can
get detailed information about permits and quotas; trailheads and trail
conditions; passes and peaks; lodging and dining; reservations; phone
numbers for agencies; ranger stations, campgrounds, and concessionaires;
weather forecasts; and links to other useful sites. Some sites contain trip
reports and blogs of hikers who have already gone where you are going. One
great aspect is the twenty-four-hour convenience of applying for a permit
online. Frequently the office that has jurisdiction has limited hours, may be
closed on holidays and weekends, or may be unstaffed when you call. Some
of the more useful websites include the US Forest Service, the National Park
Service, and the Bureau of Land Management. If you don’t know their URLs,
see “Resources” in the appendix, or just use a search engine.
Firsthand information. There is nothing like firsthand knowledge and
wisdom gained by experience. If you are the trip leader, it is best to scout the
trip in advance to get firsthand knowledge about road and trail conditions and
the availability of water. Make notes on your maps for future reference. You
may discover an interesting side trip or come to the realization that the trip is
not appropriate for the group you intend to lead. Of course, scouting for a
five-day backpacking trip when the trailhead is ten hours from home might
be impractical.
Your friends and acquaintances are also valuable resources. Ask them
about the problems they encountered, which areas they liked best, how
difficult the trip was, and what they would do differently.
Guidebooks. Another important resource is guidebooks. There are
hundreds of guidebooks published for wilderness areas and trails. Some
guidebooks are more useful than others, so you will have to look at the table
of contents to determine which is best for the area you will be in. Keep in
mind that conditions and trails may have changed since the book was written.
Note the copyright dates and verify information with local authorities. Also
refer to the bibliography and recommended reading lists.
Guidebooks can be found in your local bookstore, but a sporting goods
store that caters to hikers and backpackers is a better source. These stores
have a much wider selection and are more likely to have a book that covers
the area you are interested in. Online resources often have more extensive
selections.
Maps. An indispensable resource is maps, which vary widely in types and
scale. This includes Forest Service maps, Park Service maps, US Geological
Survey topographic maps, and road maps. County maps are good for showing
major and minor roads leading to trailheads. Topographic maps allow you to
visualize in great detail the topography and trails of the area you plan to
explore. Different maps show different features of the same area, so try to
collect enough maps to meet all your needs. Obtain detailed maps of the area
so that you can meticulously follow printed and verbal descriptions of a trip.
Some maps, such as Forest Service maps, have a wealth of information.
These maps have the minor roads, trailheads, trails, campgrounds,
regulations, whether a permit is needed or not, which controlling agency has
jurisdiction over the area and that agency’s contact information, plus a
plethora of other information that is very useful for planning.
Remember that even the most current maps may not show newer trails and
that existing trails can become eroded, flooded, or overgrown so as to be
unusable. Outdated maps are not necessarily useless—they may indicate old
mines, defunct trails, historic towns, and other features that you may want to
explore that have been left off new maps. A complete research effort might
include a trip to a public or university library for a look at old maps in the
historic section. Software programs that allow you to print personalized
topographic maps of just the area you will be hiking in are a welcome
convenience.

Maps are essential for successful trip planning. (Photo by Kristi Anderson)

Rangers. Rangers are another excellent source of information. However,


before contacting a ranger, do your homework so you can ask intelligent
questions. A cold call to a ranger asking for a good place to hike may waste
both your time and the ranger’s. When calling, have your maps and
guidebooks in front of you. Ask to speak to someone who is familiar with the
area you plan to visit. You may have to wait for a backcountry ranger to
return your call, but the information will be worth the wait. Describe your
plans and don’t hesitate to ask for additional information or suggestions.
Rangers will let you know about trail conditions, closures, permitting, quotas,
and the availability of water. In some instances, the ranger will recommend
an alternate trail that will suit your needs.

DESIGNING THE TRIP


Designing a trip itinerary is exciting! Using the map you plan to hike with,
mentally walk along the trail and visualize your intended route. Google Earth,
or similar programs, can facilitate this. Study the elevation gains and losses,
the distances to be traveled, and the meadows, lakes, forests, glaciers, and
other features of the terrain. Identify the best overlooks and the best spots for
lunch or snack breaks. Most importantly, identify sources of water, which
you will need for camping at night and for refilling water bottles during the
day while on the trail. When choosing campsites, visualize where the sun will
rise and set so you can position your tent for sun or shade. In a similar vein,
you may want to plan your trip around a full moon or go when there is a new
moon to enjoy the zillions of stars in an inky-dark sky, perhaps catching a
meteor shower.
Exploring a spectacular formation like this slot canyon (Buckskin Gulch in the Vermilion
Cliffs Wilderness, Utah) makes for an interesting trip. (Photo by Robert Burroughs)

Rather than having to retrace your steps, consider a loop trip. Or design a
point-to-point trip (starting and ending at different places) using a car shuttle
or a drop-off and pickup service. With these strategies, you will enjoy twice
the scenery as you would on an out-and-back trip.
Getting to the trailhead. When deciding how many cars it will take to
carry people and gear, keep in mind that backpacking equipment takes up a
lot of space. Many compact cars can carry only two people and two
backpacks. If someone in your group has a van or pickup, consider using it to
haul bulky gear while the participants ride in the passenger cars. If you use a
car shuttle for point-to-point trips, remember that everyone and everything
will have to fit into half the vehicles.
For a long drive to a distant trailhead, include time for rest breaks or meal
stops every couple of hours or so. Carry extra water in the car, and plan to
arrive early enough to get a full night’s sleep before hitting the trail the next
morning. If you are caravanning, cell phones are very useful to make
decisions about when to stop for lunch, whether to take side trips, or to notify
other drivers if you need to pull over. When caravanning, it is not necessary
to stay within sight of one another, which can be unsafe.
Anticipating conditions. Try to anticipate what the weather and trail
conditions will be like at the time of your trip. You should know, for
example, that snow flurries can occur above timberline in July and August. If
there was a heavy snowfall the previous winter, many trails at higher
elevations will still be covered with deep snow in late July, necessitating the
use of specialized snow equipment or a rerouting of your hike. Rivers
swollen with snowmelt can be a problem in the spring and early summer.
Sudden rains may turn dirt roads into quagmires of mud. Flash floods can
lash the desert and canyon country during thunderstorm season. Desert winds
can hit 50 miles per hour or more anytime.
Whenever it has been hot and dry for a long time, wildfires may make
large sections of the wilderness inaccessible and may inundate adjacent areas
with smoke for many miles downwind. Firefighting efforts can deny you trail
access and, in some cases, obliterate trails. Though the fire might have been
last autumn and has long burned out, the trail may not have been
reestablished by the time you get there. Trees felled by wind or snowstorms
may block trails for months. Discuss potential hazards and trail conditions
when you talk with a ranger during your research.
Finding water. The amount of water you carry depends on where the
nearest streams are in relation to your route and campsites and whether or not
they are flowing. The availability of water will also determine where your
campsites will be. Ask the ranger when you call. Decide what method you
will use to treat water to make it safe to drink. Also, leave some water in your
vehicle for use at trail’s end.
Caching supplies. Some trips may be made simpler by placing caches
(hidden supplies) of water or food in advance, but find out ahead of time if it
is legal to do so in the area where you’ll be traveling. These supplies must be
well hidden and protected from animals and the elements, and remember, the
only bear-proof storage container is a bear canister. Leave a note, with the
date indicated, stating that you are depending on these supplies for your
survival. Never abandon a cache, even if your trip is cancelled. Leave No
Trace principles always apply.
Acclimating. When hiking at elevations above 6000 feet, most people
benefit from an acclimation period just before the trip. If you are planning on
a steep elevation gain the first day, try to sleep at a high-elevation trailhead
the night before. Spending a day or two walking or hiking easily at high
elevation will let your body adjust more easily to the thinner air.
Formalizing your itinerary. To organize all the details of your trip,
create a complete itinerary, starting with the departure. List dates, times, and
places and allow some slack time for unforeseen circumstances. Have an
alternate trip or route planned in case yours is not doable due to some
obstacle like a rock slide, fire, damaged bridge, swollen stream, or an injury
to someone in your party. Consider the abilities of slower participants when
estimating how long it will take for each section of the hike. And plan to
arrive at camp with some daylight left. Once you’ve determined your route,
you can add significant waypoints (campsites, trail junctions, river crossings,
peaks, etc.) into a GPS receiver. For more information, see “Navigation by
GPS” in Chapter 7, “Finding Your Way: Land Navigation.”
Much of the pertinent planning data can be summarized on a trip planning
sheet as shown in Tables 4-1 and 4-2.

TABLE 4-1. TRIP PLANNING SHEET


Maximize the enjoyment of your trip by using a trip planning sheet.
Area: Dates:
Controlling agency: Phone number:
Ranger station: Phone number:
Address:
Permit requirements: Campfires allowed?
Medical facility: Phone number:
Address:
Weather bureau location: Phone number:
Road maps: Trail maps:
Guidebooks: Dates/comments:
Campground:
Reservations required? Have them?
Drinking water available? Toilets?
Tent sites? Picnic tables?
Sunrise: Sunset:
CHECKING ON PERMITS AND REGULATIONS

The permit system serves several purposes. In some cases it is used to limit
the number of people in an area, which helps lessen the impact and
guarantees a better wilderness experience for all. In other cases, by issuing
permits agencies are able to advise users of regulations and collect data
needed to carry out effective management of the wilderness area. Finally,
permits allow authorities to keep tabs on your whereabouts in case of an
emergency, such as an evacuation of all users due to a quickly spreading
wildfire.
Permit policies vary widely. Go online or check your map to find out what
the controlling agency is. This is a good opportunity to get accurate contact
information to put on your emergency contact sheet. In many areas, permits
are free, but most agencies offer an advance permit reservation for a fee of
about $10 per person on the trip. Find out well in advance what the permit
policy is for the area you are interested in. Agencies may start taking
reservations on a certain date of the year or five to six months in advance of
the date of your planned hike. Permits can be requested by mail, phone,
online, or in person as a walk-in. Except for walk-ins, permits will be mailed
to the requestor through the US mail system. If you arrange to pick the permit
up in person, be aware that it might be reassigned if you are late picking it up.
Some remote trailheads have self-issue permits, and some ranger stations set
out self-issue permits after normal hours.
Quite often, the key to getting the permit you want is to apply early and
online. Permits for the most popular areas and trailheads have quotas and
become available only during a limited time, starting several months in
advance of the height of the season, and are quickly taken. Some permits are
granted on a first-come, first-served basis, depending on the application date
and time, while other permits are granted by lottery. For those trailheads with
quotas, ranger districts will always set some permits aside for walk-ins. You
might not get the trailhead you want, so be flexible about your dates of entry
and try to avoid the most popular days: Fridays and Saturdays, particularly on
a holiday weekend.
Fire regulations. Find out the fire regulations, which vary widely from
area to area. In some places, campfire permits are required; in others,
campfires are banned altogether because of wildfire hazards or scarcity of
firewood. Some jurisdictions allow fires as long as you bring your own
firewood. Wild areas may have various fire restrictions imposed on them
during the hot, dry summer and fall seasons. During extremely hazardous
conditions, visitors may be prohibited from using any open flame device or
may even be prohibited from entering certain areas. Although campfires are a
traditional part of the outdoor experience, they are not always needed for
enjoyment. Campfires draw attention to a small world only a few feet across,
while the absence of a campfire opens up the infinite majesty of the night sky
to sight and mind.
Regulations regarding bears. Some areas require that food be carried in
bear-proof canisters, which can be rented or purchased at local retailers that
specialize in backcountry gear. Some ranger stations also rent bear canisters,
usually on a first-come, first-served basis. Call the ranger station during your
planning phase to see whether a bear canister is needed and whether the
ranger station rents them. Regardless of regulatory requirements, you may
want to take a bear canister with you if your hiking area is in bear habitat.
Bears have learned how to snatch food that has been hung in trees, to the
chagrin of many backpackers, so this method not only may be unreliable, it
also may not be allowed. In addition, it habituates bears to human food,
which can result in either forced relocation or execution if the bears become
troublesome.

PLANNING TO LEAD A TRIP


Some of the material in this chapter is geared toward those in leadership
roles. Even if you never take on the responsibility of leading a large group,
you will profit by and appreciate knowing the detailed planning incumbent
upon the leader.

Choosing Trip Companions


If you are the leader and are not personally acquainted with prospective
participants, it is your responsibility to screen them. Each participant should
have the proper equipment and skills, be in good enough physical condition
for the difficulty of your trip, and possess the confidence and attitude
necessary to handle the trip without depending unduly on other members of
the group. In evaluating prospective participants, keep notes on each
individual. You will need some of this information for your use during your
planning, and you may need some of this information should it be necessary
to send for medical help while on the trip. The use of a questionnaire such as
in Table 4-3 is a good idea.
Of course, all of this information is confidential, and some is personally
identifiable information that is protected by federal law (Title 18 USC,
Section 1028). You cannot share this information with anybody except
medical personnel, and legally you must destroy, not just discard, all notes
when you are finished with them.
Screen participants initially over the phone, and do more screening at the
planning meeting (see the next section). Even after someone has been
accepted for the trip, something could come up that would change that status.
A participant’s recent illness or injury might be reason to reconsider his or
her participation. It is your duty as the leader to continue screening right up to
the beginning of the trip. Dropping an obviously unqualified individual is fair
to the group and to the individual, who might end up having a miserable time,
and can protect that individual from possible injury. If the trip is to be a
backpack over rough terrain, effective screening might include a pretrip day
hike over similar terrain. Those who seem to be having trouble should be
kindly informed that the trip is not for them.

Planning Meeting
Planning meetings are effective for almost all trips, especially for those
lasting two days or longer. At the very least, the participants get to know one
another beforehand. During the meeting, the leader explains the trip plan and
objectives:
• Driving route
• Campground facilities
• Hiking route
• Number of miles to be hiked each day
• Elevation gains and losses each day
• Availability of water
• Hazards: bears, rattlesnakes, poison oak, avalanche hazard,
thunderstorms, snow, etc.
• Trail difficulties
The following details should be worked out during the meeting:
• Carpools and drivers
• Equipment sharing: tents, stoves, water filters, etc.
• Cooking groups or a commissary wherein all share the same menu,
cooking, and cleaning responsibilities
• Food purchases
• Participants’ dietary restrictions
• Sharing of costs
TABLE 4-3. PARTICIPANT INFORMATION SHEET
Each trip will have its own unique needs for collecting information about participants.
Name: Age:
Email address: Zip code or city (if using carpools):
Home or cell phone: Work phone:
What do you do for exercise? How often?
Recent outing experience (when, where, distance, elevation gain, with whom):
Physical limitations or medical conditions:
Allergies:
Medications:
Physician’s name: Phone number:
Health insurance company:
Policy number (carry with you):
Emergency contact person:
Address:
Phone number: Relationship:

All participants must understand what the trip entails and acknowledge
that it is something they want to do. The leader should remind the group
about individual responsibilities and encourage questions and discussions.
The leader can suggest that drivers take along an extra car key. At the start
of the trip, drivers would then give the extra key to another person to carry, a
simple precaution that could save the group hours of wasted time at the end
of the trip in case a driver loses his or her key on the trail. Before leaving
home, all drivers should have their vehicles checked to be sure they are in
good working order (check the oil, tire pressure, etc.).
The leader should pass out the following checklists and printed
information. The more of these details the leader puts on paper, the more
prepared participants will be.
• Trip description or summary
• Itinerary
• Map of driving route
• Map of hiking route (USGS topographic and other maps can be
photocopied without violating copyright laws)
• List of required and optional maps (if not provided)
• Water needs
• Packing checklist (see the packing checklist in Chapter 5, “Gearing
Up”)
• Important phone numbers, including that of the controlling agency, to
call in case of an emergency
• List of dos and don’ts (for example, pack out all toilet paper, bury
human waste at least 200 feet from water, do not feed animals, do not
let anything get into water sources, including biodegradable soap)
The leader should remind the group about individual responsibilities. It is
up to each individual to develop a personal checklist. Everyone is forgetful to
some degree, and there can be quite a number of things competing for your
attention when you are packing, so a checklist is a must. After every trip, add
to the checklist any item you wish you had taken. You will eventually end up
with a very long list, too much for any one trip, but at least you will not
overlook anything when planning future trips.

Safety
While safety is everyone’s business, there are several things the leader can do
to ensure trip participants are prepared in the event of an emergency.
Familiarize everyone with the medical facility nearest the hike area and
local emergency phone numbers. In addition to 9-1-1, these numbers include
the local sheriff, ranger, or fire department, depending on what agency has
jurisdiction.
Leave full written details with someone dependable, such as a family
member or a friend, outlining where you are going, how many you are going
with, when you expect to return, and what to do and when to do it if you
don’t return on time. This is always important but is vitally important if you
will be hiking alone. You should include your own phone number, phone
numbers of the local sheriff or ranger station as discussed above, and your
vehicle description and license plate number. Ask your family member or
friend to report you missing if you are not back by the time you specify.
While it is a good idea to give a ranger your itinerary, rangers are accustomed
to people neglecting to check back in at the end of the trip, so ask your family
member or friend ahead of time whether they would be a suitable emergency
contact.
A well-planned trip will leave you smiling. (Photo by Arleen Tavernier)

Don’t forget to check back in with your emergency contact when you
return, or you can forget about a prompt rescue sometime when it might be
needed. On some trails, hikers are required to sign in and sign out at the
ranger station. After the trip, don’t forget to sign out! If you do forget, you
may be responsible for costs if an emergency search is conducted.

LAST-MINUTE DETAILS
Some things cannot be done until the final day or final hours before the trip
starts. Fill up the gas tank and do a final check on the oil. Check the weather:
call the ranger station or check online. If the weather has been nasty, also ask
the ranger about trail damage, stream crossings, and wilderness road
conditions. Finally, if you notice anything during your trip that authorities
should know about, report it. Those who follow in your footsteps may have a
better wilderness experience because of it.
Gearing Up
Mike Fry, Bob Stinton, Jim Matlock, Jan Hawkins, Carolyn
Moser, Priscilla Anderson, Scott Anderson, and Glen Van
Peski

Your life is basic, simple, and clear when you are in the wilderness. This
clarity reveals the natural world and how we are a part of it. Backpacking is a
minimalist existence of making do with the fewest possible possessions.
The experienced wilderness traveler uses basic skills and equipment to
keep trips safe and enjoyable. Individuals new to the sport tend to overload
on equipment. This chapter covers what gear is essential, what is not, some
tips for where to get your gear, and how to use these skills and equipment to
keep trips safe and enjoyable.

BASIC SKILLS AND EQUIPMENT


As you gather your equipment, take each piece out and field-test it with other
pieces of your gear to make sure that the pieces work together. Is your nylon
shirt so slippery that your pack won’t stay in place? Does your hat hit your
pack when you turn your head or look up? Test each piece, test the system,
and never take something out on a long trek until you know that you can rely
on it.
Regardless of the length and nature of the trip, travelers must carry the
Ten Essentials. This is a list of items so important that they are considered
essential on any hike. Many elements of these essentials do not change from
trip to trip, but a few items will change based on a trip’s anticipated demands
and weather.

THE TEN ESSENTIALS


1. Navigation: map and compass (and perhaps a GPS device)
2. Sun protection: sunglasses, sunscreen, lip balm, hat
3. Insulation: extra clothing
4. Illumination: headlamp or flashlight, spare batteries
5. First-aid supplies: including personal needs and toilet paper
6. Fire starting materials: firestarter and waterproof matches or lighter
7. Repair kit and tools: including knife
8. Nutrition: extra food
9. Hydration: extra water
10. Emergency shelter: raingear, poncho, space blanket, or bivy sack
In addition to the Ten Essentials, you may want to carry a cell phone, two-
way radio, or other communication device.

Keeping Things Light


When you carry everything on your back, weight is a major issue. A heavy
pack is no fun! It places a load on your joints and feet, can slow your
progress, and increases the likelihood of injury. Because of the revolution in
lightweight materials, gear is getting lighter. Carrying less weight will make
your entire body thank you! It will also extend the years that you can enjoy
backpacking. As the weight of your equipment goes down, to some extent the
risk goes up. The goal on every wilderness adventure is to maximize
enjoyment and minimize discomfort without compromising safety.
How much weight should you carry? One key to managing pack weight
is to know how much your gear should weigh. What is the maximum weight
an individual should carry? Carry absolutely no more than one-quarter of
your body weight, less for a woman. For a 150-pound male backpacker, this
is 37 pounds. This rule does not factor in the individual’s physical condition
or trail conditions.
Nonconsumable pack weight is the weight of everything you carry in your
pack, not including the consumables of food, fuel, and water. It doesn’t
include items that you typically wear during the day. Consumable pack
weight is primarily food, fuel, and water. Food should weigh about 1½
pounds dry weight per person per day. This provides about 2400 calories
each day (to find out why, see Chapter 6, “‘Eating Out’ in the Wilderness”).
Stove fuel should weigh about 1.7 ounces per person per day for simple
meals or 2.4 ounces per person per day for gourmet cooking. If you have to
melt snow for drinking water or boil all your water to purify it, double the
amount of fuel.
Water is very heavy—and very important. A gallon weighs 8 pounds 5
ounces, plus the weight of the container. A useful rule is one gallon per
person per day for drinking and cooking, and high temperatures can double
that. Ideally, water will be available along the trail and in camp, so you will
have to carry only two quarts in your pack.
Figure 5-1. Items from the Ten Essentials

Another key to managing pack weight is careful choice of nonconsumable


items. These are your backpack, shelter, sleeping bag, clothing, cooking gear,
the Ten Essentials, and any toys you want to add.
How do you figure out how much weight you’re carrying? Let’s
estimate how much weight you might be carrying. A typical backpack and
the average two-person tent each weigh about 5 pounds. The typical sleeping
bag weighs in at about 3 pounds. Backpack, tent, and sleeping bag are the
“big three.” Quick addition brings the total weight of the big three to 13
pounds.
Now let’s say the other nonconsumables such as clothing, cooking gear,
and Ten Essentials add an additional 12 pounds, and you’re sharing the
weight of the tent so you carry only 2½ pounds of it, making your base pack
weight 22½ pounds. Adding 4 pounds for the two quarts of water you always
carry brings your total to 26½ pounds. Now, since you’re probably used to
eating pretty regularly, add 1½ pounds of food and fuel per day.
For a weekend you’ll have a 29½-pound pack. For three days you’ll have
31 pounds. Keep adding 1½ pounds of food and fuel per day to figure out
your weight for longer trips. For a trip longer than three days, add in a couple
of pounds for more clothes and a bit of extra food and fuel. Your pack weight
for a week shouldn’t start out at more than 37½ pounds.
Be constantly learning safe ways to reduce this weight. You have to carry
your brain when you’re backpacking, and it doesn’t weigh any more no
matter how much you stuff into it!
How can you reduce the weight you’re carrying? The big three is a
place where you can cut pounds and ounces. For example, a lightweight tent
for two can weigh only 4 pounds. Lightweight backpacks weigh only about 3
pounds. Usually they are not as durable or comfortable as the heavier
backpacks, so they must not be used until the pack weight is quite low.
Lightweight tents and sleeping bags have similar trade-offs of durability and
sometimes comfort. Lightweight gear is typically made with lighter materials
and fewer features, so it requires a higher level of care and more experience
to use it safely.
After you have taken into account the weight of the big three, look at the
other items that you plan to carry. Minor weights add up quickly. Watch the
ounces, and the pounds will take care of themselves. Have a goal to take
fewer things, take lighter things, take smaller quantities, make items
multifunctional, and leave at home anything you don’t really need.
For example, don’t carry six months’ worth of anything. Comb the stores
for small sizes or samples of products, and carry them partially empty. Buy
mini containers, label them, and decant products into them. Check out ideas
in “Resources” (in the appendix) for items available in tiny or lightweight
quantities.
Make a biodegradable soap like Dr. Bronner’s peppermint variety work
not only as soap but also for shampoo, dishwashing, deodorant, and
toothpaste, and leave those other items at home. Don’t take the whole bottle
—that’s two years‘ worth! Transfer a very small amount into an emptied
breath mint bottle.
Don’t take a flashlight that can survive being run over—take an LED
flashlight or headlamp that uses smaller batteries. Take a separate super-
bright pinch light that is lighter than a set of extra batteries. A bandana can
serve as a water prefilter, washcloth, towel, bandage, hat drape,
minitablecloth, dish towel, napkin, hot pad, handkerchief, and more. Rinse it
out occasionally.
Here are some other ways to keep your load as light as possible:
• Purchase the lightest equipment that will work for you.
• Lightweight doesn’t just involve light gear. Learn techniques for
going lightweight. Get an ounce scale and weigh your gear. A major
key to managing your pack weight is to know how much your gear
weighs. Make a list and put it on a spreadsheet.
• Share items such as a tent, stove, cookware, and water treatment
system with a partner, and divide the common load evenly.
• Hike with a partner who carries the lion’s share of the weight and
keeps you warm at night.
• Carabiners are cool—for climbing, not for hanging things all over
your pack. They add unnecessary ounces. Use cord or nylon clips
instead, or stow items in a pocket.
• Travel where there’s abundant water and good weather, so you don’t
need to carry as much water or clothing.
• Hike where there aren’t bears or where you don’t need a bear-proof
canister (which weighs 2 to 3 pounds).
• Develop and follow a gear list.
• Pack ahead of time, so you can be deliberate about it.
• Ask other wilderness travelers how they trim their pack weight. Find
people with lighter packs than you, so you can learn from them.
• Search “lightweight backpacking” on the Internet for information and
videos. Peruse the “Resources” in the appendix.
• An inexpensive way to reduce your load by 10 pounds is to lose 10
pounds!
Figure 5-2. Use a small scale to weigh and evaluate items. (Photo by Jennifer
“Spidermonkey” Lanci)

Choosing Products
Look for companies that manufacture high-quality wilderness gear. Some
companies design for lighter weight as well as for functionality. Learn about
manufacturers’ reputations, the quality of their products, the length of time
they’ve been in business, and their warranties and service capabilities. Check
the product labels for specifications, care and cleaning, and guarantees. After
you’ve made a purchase, follow care directions to keep your gear performing
as intended.

Product Sources
Where you buy your equipment may be just as important as who
manufactures it. Ask salespeople if their store offers any guarantees beyond
those offered by the manufacturers. Your best bet is to purchase from a
source that is reputable, has been in business a long time, offers a product
satisfaction guarantee, and has knowledgeable salespeople. A store that also
offers rental equipment can be helpful for a backpacker looking to try before
buying.
Usually, sports and adventure outfitters attract salespeople who love the
outdoors and try out the equipment they sell. Ask lots of questions. Internet
and mail-order outfits may offer considerable savings, but you have to know
what you want and how to use it. In addition, scan outdoor magazines and
ads for bargains. Even the most expensive outfitters have periodic sales to
clear out excess stock as well as demo and rental equipment. Not all of your
equipment needs to be brand-new. Swap meets, thrift stores, and surplus
outlets are all good hunting grounds once you know what you want.

Cost Considerations
When outfitting yourself, you may want to prioritize your purchases. The list
is short for day hikers: boots (or appropriate hiking shoes), day pack, and the
Ten Essentials. However, accumulating backpacking gear involves major
purchases. Fortunately, some of the more expensive items needed for
backpacking can easily be borrowed or rented. Personal items such as boots
and special clothing are first priority, then sleeping bag, sleeping pad, and
backpack. You may be able to share a stove and cookware for some time
before deciding what kind to buy. A tent is a key purchase—you may want to
rent or share one for a while before investing in your own.
Making your own equipment can be an economical way to collect good
gear. Go online to look for ideas and instructions. Lots of shelters and small
items can be well improvised, but prices for new equipment are low
compared to the amount of time it takes to create a finished piece. But do
keep your needle sharp for repairing or modifying equipment and clothing.
Always bring your sewing kit, ripstop repair tape, and safety pins.

FOOTWEAR
During a typical hiking day, your feet hit the ground 10,000 to 20,000 times
(about 2000 steps per mile). On multiday trips, they must carry you out and
back to the trailhead over a wide range of trail conditions. Your footwear
must fit well! Your boots must be up to the demands of the trail or routes.
Most outdoor specialty retailers generally divide boots into three primary
categories: trail, backpacking, and mountaineering. Better-quality trail and
backpacking boots are more suited for most wilderness travel, while
mountaineering boots are more appropriate for climbing hard snow and ice
(see “Clothing and Winter Equipment” in Chapter 12, “Winter Snow
Travel”).

Boot Construction
All-leather boots. Full-grain leather is commonly used in higher-quality trail
and backpacking boots as well as in some mountaineering boots. To make the
full-grain leather truly waterproof, the boot must be treated. Always use
products recommended by the manufacturer. Full-grain all-leather boots tend
to be heavy and take a while to break in (soften and mold to your feet) but are
comfortable and, once broken in, very durable.
Nylon-leather combination boots. The majority of boots on the market
are made with a combination of nylon and leather panels, or a combination of
leather, synthetic materials, and mesh. These combination boots are generally
lighter in weight, ventilate better, and are more flexible and break in more
quickly than similar all-leather boots. They breathe well, but combination
boots will not be waterproof unless they have a Gore-Tex or eVent
membrane.

Considerations When Purchasing Boots


What is the intended use of your boots? They need to match your travel plan.
Often a good all-around pair of boots will serve you for both trail hiking and
backpacking. If your primary interest is three-season (spring, summer, and
fall) backcountry trail travel and backpacking, you are better off purchasing a
pair of light, sturdy, well-ventilated boots to keep your feet comfortable.
They should be waterproof or have the capacity to be waterproofed.
If your planned activities cover a wider range of environments, you will
probably need a heavier pair of boots. If you will be doing a lot of snow
travel, you will need to consider a second, heavier pair of boots, which would
also allow you to use a thicker sock.
The latest technology is useless if the boots hurt your feet. Use these tips
to help you select the appropriate boot for you:
• Go on a short hike before trying on boots, because your feet normally
swell a bit when on the trail. If a hike isn’t possible, try on boots late
in the day after you’ve been on your feet for a while.
• When trying on boots, bring along the socks, orthotics, or inner soles
you plan to use with the boots.
• Look for a retailer with a fit guarantee; the best guarantees allow you
to take the boots out on the trail and return them if they don’t fit
properly.
• Shop at a store with knowledgeable staff.
• Try on several pairs made by different manufacturers. Each
manufacturer has its own sizing system, so there are differences
between the same sizes made by different manufacturers.
• Go to the footwear department first if you are shopping for other items
in addition to boots. When you think you’ve found the right pair, ask
if you can wear the boots in the store while doing your other
shopping. The extra time allows you to better evaluate the fit.
• Allow about a half inch of extra toe room. You’ll need it for steep
downhill hiking when your foot slips forward inside the boot. With
the boots on, kick the floor several times. Can you force your toes to
hit the front of the boot? If you can, the boots are too short or not
laced tightly enough. The back of your heel should slide up and down
no more than a quarter inch with each step. Excessive heel slippage is
an all-too common cause of blisters. Excessive heel pressure is just as
bad. A quarter inch of up-and-down motion is a good compromise.
Resoling. Many boots cannot be resoled since the sole is molded to the
boot upper. If you are looking for boots that can be resoled, it is also
important to find a resoling service. Do not use silicone sealer on any boot
you intend to have resoled.

Break-In and Boot Care


Put some miles on your boots before you take them out for an all-day hike.
Wear them at home, on walks, and to work. This will not only soften the boot
but toughen your feet.
Generally all models of boots need the same basic general care. Clean
after use with running water and a brush to remove mud and dirt. Dry them in
a place with good ventilation, but do not expose them to elevated
temperatures. If the boots are very wet, a good means to dry them is to stuff
them with newspaper and roll them up in newspaper. Change the paper every
day until they are completely dry.

Socks
The best all-around socks for hiking and backpacking are wool-blend socks.
Wool-blend socks hold their shape better, dry more quickly, and are easier to
care for than 100 percent wool socks. Blends are generally made with 70 to
80 percent wool, plus nylon and an elastic material such as spandex. Avoid
cotton socks; wool blends provide more cushioning than cotton, are less
abrasive than cotton, and are warmer when wet than cotton.
Synthetic socks made of performance fibers do not provide quite as much
cushioning as wool, but they do wick moisture away from the skin, dry more
quickly, and can be a very good choice.
Many individuals prone to blisters use liner socks under their outer socks.
Liner socks are thin and are made of blends consisting primarily of nylon,
polyester, or silk. Pick a sock or sock combination before purchasing your
boots. You may have to change your sock combination as your boots stretch
and your feet change.
For cold weather, it’s better to wear a heavier sock. However, if this
results in a tighter boot fit, which reduces blood circulation to the feet, the
result will be colder feet. To use a thicker sock, you might need a larger boot
for cold-weather hiking.

Gaiters
A gaiter is a fabric cover that closes the gap at the top of your footwear,
keeping out trail debris, snow, and rain. Ankle-high gaiters are lightweight,
stretchy, and breathable for trails in mild weather. Knee-high gaiters are
breathable or waterproof-breathable for warmth and protection when hiking,
skiing, or snowshoeing. Mountaineering gaiters are insulated for the very low
temperatures of high altitude.

TREKKING POLES
Trekking poles are used for both balance and propulsion. Most are made with
either aluminum alloy or carbon fiber. They are adjustable for a person’s
height. Most people choose a short length that reaches just to their elbow or a
long length that reaches to their armpit. You can then adjust them for
differing terrain (shorter for going uphill, longer for going downhill). You
can collapse them completely to stow them in or alongside your pack. The
length is adjusted either by twisting or by means of a clamp; the ones that
lock with a clamp are sometimes a little easier to lock and unlock.
The grips are usually made of either cork or foam rubber, and some are set
at an ergonomic angle to reduce wrist strain. Some poles have antishock
springs that absorb shock; your wrists will appreciate it. Get the lightest poles
that will work for you. Before you buy, try a pair on a short hike. If you can
feel the benefits, it’s time to buy your own.
CLOTHING: THE LAYERING SYSTEM
Your clothes must shelter your body from sun, wind, rain, and cold—
sometimes all in the same day! Each article of clothing must continue to
function wet or dry. As you move, body heat and water vapor (perspiration)
need to escape, while wind and rain need to be repelled.
The well-equipped wilderness traveler needs to assemble a lightweight,
compact outfit that will do the job, rain or shine. This is done most
effectively through the layering system (see Figure 5-3). This is a clothing
system in which each item of clothing works well with any other piece so you
can quickly adapt to changing temperatures and conditions by adding or
taking off layers of clothing.

Figure 5-3. The layering system


Materials
Cotton is not recommended for any cold or wet weather conditions. Cotton
absorbs water readily and, once wet, is cold and slow to dry. Blue jeans and
other heavy cotton items such as sweatshirts may seem ideal for outdoor use,
but the combination of cold conditions with wet clothing will create a deadly
rapid drain of your body heat. On warm, dry days, though, thin, light-colored
cotton shorts, shirts, and bandanas can keep you comfortably cool.
Wool and performance fabrics (polyester, nylon, acrylic, and
polypropylene) make good insulating garments that retain much of their
insulating ability even when wet. Wool is a natural fiber that can retain as
much as 30 percent of its dry weight in water and still be comfortable to
wear, but it is slow to dry. Performance fabrics are synthetic fabrics or fabric
blends that are engineered to provide functional qualities such as temperature
regulation, moisture management, UV protection, and wind and/or water
resistance. They absorb almost no moisture into the fibers and are easier than
wool to wring out and dry in case they do get wet. This type of fiber can be
knitted and used in long underwear or made into fleece for use in shirts,
pants, gloves, and hats. Nylon is used in shirts and pants that come with sun
protection factor (SPF) ratings, providing a lightweight alternative to
sunscreen. Tighter-woven nylons are used in wind jackets and pants.
Polyester fibers make up the vast majority of fibers used as synthetic down
replacements in garments and sleeping bags.
Down, typically the fluffy inner feathers of geese, is a very effective
insulator when dry and is preferred over synthetics for its warmth-to-weight
ratio and the fact that it can be packed into a small volume. However, down
provides no insulation when wet and is difficult to dry in the field, making it
a poor choice for conditions where it might get wet.
Waterproof-breathable membranes such as Gore-Tex and eVent have
revolutionized raingear. These membranes are perforated with tiny pores that
allow water vapor from perspiration to pass through but resist the passage of
liquid water. The amount of water vapor these materials can pass is more than
that exuded by a person at rest, but with increasing activity or in wet
conditions, additional venting is needed.
Waterproof fabrics such as nonbreathable, coated nylon are treated with
polyurethane, silicone, or polyvinyl chloride (PVC), providing a less-
expensive alternative to waterproof-breathable materials used in raingear.
Silnylon is nylon infused with silicone, giving it much better tear strength,
allowing thinner and lighter fabrics to be used. These materials block wind
and rain but also trap in the moisture generated by the body. This can lead to
a buildup of moisture in clothing worn under the coated layer, so effective
ventilation is absolutely necessary.
A vapor barrier is a thin, water-vapor-impermeable layer worn next to
the skin (or over lightweight undergarments) to block perspiration and
evaporative heat loss from the skin. This system is most effective at very cold
temperatures when you’re not very active. At higher temperatures or levels of
effort, these layers become saunas.

The Layers
First, or base, or wicking, layer is the layer that touches your skin. It is
mainly chosen for comfort, but it does provide some insulation. It normally
consists of long underwear, usually made of performance fabrics that absorb
little moisture and keep the skin dry. Cotton should be avoided. Polyester has
become more popular than polypropylene, which tends to trap odor. For most
activities, thin underwear is more versatile than medium- or expedition-
weight underwear. Some people take a clean, dry set to sleep in, both to stay
warm and to keep their sleeping bag clean.
Middle, or insulating, layer(s). While the first layer keeps the skin
comfortable, the middle layer provides most of the insulation needed to
protect against the cold. You’ll likely have to adjust the ventilation to this
layer often, as the temperature rises and falls and as your activity waxes and
wanes.
You may carry several items to function as middle layers. In warm
weather, this is your shirt and pants or shorts. In cooler weather, your middle
layer could be a long-sleeved wool or lightweight fleece shirt—but not cotton
flannel. In colder weather, this layer may be replaced with, or layered over,
either a wool or synthetic sweater or a fleece jacket. Fleece pants go under
synthetic hiking pants to protect the legs in very cold weather or when
lounging around camp (fleece has no wind protection of its own). Down-
filled or synthetic-filled vests, jackets, or parkas (a long jacket with a hood)
can be used next, but remember that down does not insulate when it gets wet.
Avoid middle layers that also have a heavy, bulky outer shell. You lose
versatility and add weight.
Your best insulating layer is your sleeping bag. If you get cold, it becomes
apparel. Save the weight of another layer and go to bed!
Outer, or shell, layer. In cold or wet weather conditions, the outer layer is
extremely important. The outer shell of your layering system blocks wind and
sheds rain and snow. Adequate ventilation (zippered openings) must be
provided so plenty of air can reach the middle insulating layer when needed,
so a zippered jacket is better than a pullover, and underarm zippers (“pit
zips”)help a lot. Pants with full-length leg zippers provide for both ventilation
and ease of putting them on over boots. The fit should be loose to allow room
for all the inner layers. Coated nylon is inexpensive and very effective in
shedding rain, but it traps moisture and requires a great deal of ventilation. A
low-cost outer-shell system could consist of wind-repellent (uncoated) nylon
pants and jacket, plus a two-piece coated-nylon rain suit. Use the coated
garments over the uncoated ones when it is cold. Under warmer storm
conditions, you could use the coated layer alone. A more expensive solution
is a jacket or parka and pants made of Gore-Tex or eVent waterproof-
breathable or similar material. This can keep you a little drier but still
requires fully adjustable ventilation.
When you are hiking with a backpack, a coated-nylon poncho worn over
both your body and pack is sometimes the best solution for warm, no-wind
rain protection because of its good ventilation, and it can also serve as an
emergency shelter. Ponchos can act like sails in a wind, but you can install
grommets and use a string along the edge of the poncho to run a tighter ship.
Use rain chaps with the poncho to keep your legs dry. Ponchos are more
difficult to use off-trail or in the desert because of snagging and because the
poncho can obstruct your view of your feet.
Shop carefully for your outer garments. Some rain and wind shells contain
too many pockets, extras, or styling features that simply add to the weight of
what should be a lightweight, functional article of clothing. When you buy,
ask whether the garment has factory-sealed seams or whether you will have
to seal them, and if so, with what.

Fabric Care
The coating on coated nylon can peel with age or machine washing. You can
prolong the life of coated raingear by hand-washing and air-drying only when
necessary. Raingear is cleaned every time it rains!
Most of the technical outerwear we buy comes with a durable water-
repellent (DWR) coating, but it is removed by wear or laundering; rain will
bead up and roll off when the jacket is new but will soak in after you have
washed it several times or when it is dirty or abraded. You can buy products
that will temporarily restore the DWR coating. The products cost about $10
for one washer load, so wash several jackets and share the cost, then machine
dry or iron on a low setting. Make sure the DWR product is recommended for
the type of fabric or membrane used to waterproof your garment.

Headwear
Did you ever hear the maxim “If your feet are cold, cover your head”? It’s
true. In fact, the whole body benefits when you contain the heat that leaks
skyward from the blood-rich vessels of the head. Use the layering system
here as well. A lightweight balaclava (hood) that covers your head and mouth
but allows you to breathe also allows you to reclaim warm moisture from
your breath. A second hat or knitted cap adds middle-layer insulation. The
outer layer is simply the hood of your parka or other shell garment. It should
have enough of a brim to keep rain off your face, but if it doesn’t, wear a
visor underneath. Pulling the drawstring narrows the opening to your face,
helping to prevent heat loss.

Handwear
Use the layering system for your hands by wearing gloves and mittens.
Mittens are warmer than gloves but must be removed for dexterity. A
combination of a thin liner glove with thick wool or fleece gloves or mittens
solves this and provides insulation.
Wet conditions are a real test for handwear. When you’re active, mittens
or gloves can easily soak up water, but not enough body heat is delivered to
your hands to evaporate it, so waterproof mitten shells are your outer defense.
Gloves and mittens are easily lost, so the almost negligible weight of an extra
pair of lightweight gloves is good insurance. To quickly find both of your
gloves or mittens in your pack, safety-pin them together if they don’t include
their own fastener. Chemical heat packs are excellent for all-day hand and
foot warmth in the cold.

SHELTER: TENTS AND TARPS


Sleeping under the stars on a clear, bug-free night is a glorious experience.
But when there’s wind, snow, rain, or annoying insects, a tent is most
welcome. In extreme situations, your survival may depend on a sturdy
shelter. One that’s large enough to hold packs as well as people is convenient,
but you’ll have to balance the comfort of having a bigger shelter against the
discomfort of carrying it.
Tent costs vary dramatically. Cost is based on materials, quality of
construction, design, features, and options. When shopping for a tent,
consider the following features:
• anticipated seasons of use: three- or four-season
• size and weight
• ease of setup
• ease of entry and exit
• ventilation efficiency: doors, windows, bug screening, storm flaps
• cost and durability
• freestanding or nonfreestanding
• double-walled or single-walled (or a hybrid of these two)
• vestibule(s) for cooking and storage: a vestibule is a space created
where the rain fly extends away from the tent body like a porch roof
over each door of the tent; it is useful for cooking in bad weather,
storage of gear, and keeping the inside of the tent dry when you are
entering or exiting during rain or snow

Types of Tents
Freestanding. With a freestanding tent, the framework of the poles will hold
up the tent without it being staked to the ground, and the tent can be moved.
Freestanding tents tend to be heavier than nonfreestanding tents because of
the greater number of poles. All tents should be staked down anyway—don’t
count on the weight of your gear to hold down the tent in a strong wind. A
sudden wind may blow your unstaked tent and your gear into a lake or over a
cliff!
Nonfreestanding. A nonfreestanding tent needs to be staked down or it
will collapse, and so it can’t be easily moved once set up.
Double-walled. A double-walled tent consists of a tent body, usually with
a floor, and a separate waterproof cover called a rain fly. Because of the
protection of the rain fly, part of the tent body can be netting to allow for the
ventilation needed in any tent to reduce condensation inside. The rain fly can
be left off in fair weather for better ventilation or a better view outside.
Because of their two separate parts, double-walled tents tend to be heavier
than single-walled or hybrid tents, but they ventilate best.
Some double-walled tents have a fast-pitch option in which the rain fly,
poles, and a separately available ground cloth called a footprint are used
together without the tent body to make an open shelter (more like a tarp tent)
that is lighter than the entire tent assembly would be.
Single-walled. Single-walled tents have eliminated the rain fly to save
weight and bulk. The tent body itself is waterproof, with its ventilation
netting being protected from rain or snow by storm flaps or covers instead of
a rain fly. Because there is less area of netting, condensation can be more of a
problem than in double-walled tents or in hybrids, and you can wake up to
find little drops of water falling on you from moisture condensing on the
walls inside the tent. Single-walled tents made of a waterproof-breathable
fabric perform a little better in this regard. They generally work best in dry
climates.
Hybrids. Hybrid tents use the good features of both double-walled and
single-walled tents: they have a waterproof tent body with a permanently
attached partial rain fly placed where it is needed most, which allows for
much more ventilation than is available with a single-walled tent, with a
savings of some weight.

Tent Tips
• If the tent seams are not factory sealed, you will need to seam-seal
them before use and every few years after. High winds will loosen the
seams. Don’t forget to buy the seam-sealer if it doesn’t come with the
tent.
• When comparing tents to buy, use the “trail weight”—the combined
weight of the tent body, rain fly, and poles only—to make sure you
are comparing exactly the same parts.
• A ground cloth can be used under the tent to protect the floor. You can
buy one made to fit your tent, called a footprint, or you can just make
your own from inexpensive 2-mil or 4-mil plastic sheeting. Cut it
slightly smaller than the tent floor so it doesn’t catch rain and cause a
pool beneath your tent.
• Always pitch a tent (especially a floorless tent) in a spot with good
drainage and use LNT techniques. See Chapter 2, “Leave No Trace:
Outdoor Ethics,” for how to do it right!
• Always set up your new tent at home before heading out into the
backcountry. You need to practice in good conditions, and there may
be a missing or broken part that could totally disable the tent.

Tarps, Tarp Tents, and Bivy Sacks


Tarps are the simplest and usually the lightest form of shelter. A simple tarp
is a flat piece of waterproof or waterproof-breathable fabric with grommets to
fasten lines to suspend it or to guy it out. Tarps may use trekking poles for
support. They are inexpensive, pack up small, and give more living space
than a tent. They do not provide as much protection from insects and the
elements, and they take some practice to learn to pitch correctly.
Tarp tents are more like very lightweight single-walled tents without a
floor. They may have their own pole, or you can use trekking poles to save
weight. Cuben fiber, a strong and thin nonwoven laminate, is popular for this
category of shelter. Large, lightweight, floorless pyramid tents that give a lot
of room for their weight are also available (the ultimate tarp tent).
Bivy (short for bivouac, an unplanned overnight stay) sacks are one-
person bags that slip on like raingear over your sleeping bag. They can be
very light but usually don’t have much room inside for your pack, boots, or
gear. If they have any pole at all, it will be at your head, so the rest of the bag
lies on top of your sleeping bag, which means waterproof-breathable fabrics
are useful here. Bivy sacks make your sleeping bag warmer.

SLEEPING SYSTEM
Comfort on the trail is much different than comfort at home. Your tent
doesn’t have a heater, so you must rely on a good sleeping bag and sleeping
pad. Increase warmth by wearing a warm hat when you sleep or taking a
bottle of hot water to bed. Avoid restless or chilly nights by discovering the
right combination of clothing, keeping-warm routines, and sleeping
equipment.

Sleeping Bags
Your sleeping bag is the most important component of a warm night’s sleep.
The warmth of a sleeping bag depends primarily on the amount of loft, or
thickness, of the insulating layer. The more dead (trapped) air there is
between you and the cold, the warmer the bag.
Shape. Another factor is the shape of the bag. Most efficient are close-
fitting bags that keep your body heat close to you. A bag that is too roomy
will have air moving inside, and extra area to heat, so it will be colder. “Try
on” the bags when shopping, being sure to roll over and mimic your regular
sleeping behavior, and purchase a bag that is just your size.
A woman should consider buying a sleeping bag designed for a female. It
will be cut narrower in the shoulders and wider in the hips, will have more
insulation in the footbox and torso, and will come in shorter lengths (up to
about 5 feet 10 inches—then it’s on to a men’s or unisex bag). Its temperature
rating will also take into account that women often sleep colder than men.
Mummy bags are the lightest and warmest style because of their narrow,
tapered design. Rectangular bags weigh more but offer more room—an
advantage for the warm-blooded. They also open flat so that two bags can be
zipped together for a twosome (bags used for this purpose must have mating
zippers, so check before you buy) or used flat as a quilt. Semirectangular
(modified mummy) bags are a good compromise between roominess and
warmth. They are more open at the top, as opposed to the contoured hood of
a mummy bag, for a less-restricted feel and easier breathing. Figure 5-4
shows the differences in shape.

Figure 5-4. Sleeping bags: left, rectangular style; center, semirectangular


style; right, mummy style
Features. Common sleeping bag features include an insulated draft collar
that helps keep shoulders and neck warm, a draft tube over the zipper to
prevent heat leakage through the zipper, and possibly a DWR coating or
waterproof outer shell.
Temperature rating. The temperature rating on a sleeping bag tells the
lowest temperature at which the average sleeper can sleep comfortably.
Summer-weight bags are rated down to 35 degrees F, three-season bags are
rated from 35 degrees F down to 10 degrees F, and winter bags are rated from
10 degrees F to as low as -50 degrees F. These ratings are of help in
comparing bags but may not guarantee your comfort at those particular
temperatures. If you tend to sleep cold or sleep without a tent, consider
getting a bag with a rating 5 to 15 degrees F lower than the minimum
temperature you’re likely to encounter.
Using overbags or bag liners, and inserting a thin closed-cell foam pad
inside your bag (between you and the top of the bag) will increase the
warmth of any bag. They allow you to use a single bag to cover a broader
range of seasonal conditions, but as with boots, you still may need a separate
bag for winter.
Fill. Down-filled sleeping bags are lighter and more compressible than
synthetic bags of the same temperature rating. They are warmer for their
weight, rejuvenate better after laundering, are far more durable, and are much
more expensive. When wet they’re practically useless, and down is almost
impossible to dry in the field, so you’ll have to keep the bag dry. Some are
available with waterproof-breathable shells to protect them from dew, tent
condensation, and wind. These shells increase the bag’s weight slightly.
Down bags don’t need to be cleaned very often, but when they do, they can
be washed with special down soap or professionally cleaned by a company
familiar with down cleaning. Check with your local outdoor-equipment
outfitter for advice, and they may also offer this service.
Bags filled with synthetic materials (primarily various forms of polyester
such as Polarguard, Primaloft, Climashield, etc.) are heavier and less
compressible than down-filled bags, but they insulate even when wet and so
are more reliable in wet conditions, can be machine-washed and dried, and
are less expensive. They are not as durable. Cramming a synthetic-filled bag
into a stuff sack, washing it, and exposing it to heat in a hot car or a dryer
breaks down the fibers that create loft, and warmth depends on loft. Synthetic
bags are great for extended winter trips, kayaking, and other outings where
the bag will almost certainly get damp.
Tips. Here are pointers for getting the best performance out of any
sleeping bag:
• Always fluff your bag before using it to get the maximum loft.
• Perspiration often condenses on the fibers of the insulating fill during
cold weather. Your bag, particularly if it is down, may need some
drying time during the day to keep from getting heavier and colder
each succeeding night.
• At home, store your sleeping bag by hanging it in the closet or
uncompressed in a large bag; never keep it compressed in its stuff
sack. Make sure it’s fully dry before putting it away in a ventilated
place.

Sleeping Pads
Sleeping pads are the foundation of your wilderness bed. No sleeping bag
keeps you warm on a cold night unless you are thermally insulated from the
ground. Thick pads have more insulating ability at the cost of greater weight,
bulk, and expense. Short pads (48 inches long or so) under your torso are fine
for summer camping if you don’t mind sacrificing a little comfort. The
standard 72-inch pads are best for winter. If you’re using a short pad, place
your pack or some clothing under your lower legs and feet for extra comfort
and insulation.
Closed-cell foam pads (see Figure 5-5) are excellent insulators, do not
absorb water, are lightweight, and come in several styles, thicknesses,
densities, and materials. Some have ridges or a waffle pattern that reduce
weight and volume while maintaining good comfort. Closed-cell foam pads
are the best value for providing excellent, durable, lightweight insulation.
Avoid open-cell foam pads such as mattress cushions. They’re too heavy,
bulky, and water-absorbent for backpacking.
Self-inflating pads (see Figure 5-5) are quite comfortable to sleep on, but
they are more expensive and heavier than closed-cell foam pads of the same
insulating value. They require more care on the trail to prevent punctures and
valve failures (repair kits are available). If you use a ground cloth underneath
and avoid punctures, they last for years.
Figure 5-5. Sleeping pads: bottom, closed-cell foam pad; middle, self-inflating pad; top,
inflatable air mattress (Photo by Jennifer “Spidermonkey” Lanci)

Insulated air mattresses (see Figure 5-5) have become popular because
they are lighter and more compact than self-inflating pads but are thicker and
more comfortable when inflated. They are inflated by blowing into them, but
they differ from earlier air mattresses by being insulated to prevent internal
air circulation every time you move, so they are much warmer. They require
the same care as self-inflating pads.
Pillows. Any number of soft items can be used as a pillow; place them in a
stuff sack or tie them up in a bandana. Remember that on a cold night, that
fleece jacket you hoped to use as a pillow might already be in use as one of
your layers in your sleeping bag. Lightweight inflating pillows are available.
If a pillow is important to you, figure it out at home, and test it to make sure
it works with your sleeping pad.

STOVES
When choosing a backpacking stove, first consider its performance under the
conditions of temperature, wind, and elevation you’ll likely encounter during
your trip. Also consider the stove’s weight, ease of fueling and operation,
reliability, stability, and availability of the fuel it uses. To help you choose
the right stove, talk to people who use them and to salespeople at outdoor
stores. Several outdoor magazines have published comparative information
about stoves and reviews of new models. Stoves are classified by the types of
fuel they burn. Stove performance is usually compared by the length of time
it takes to boil one liter of water.

Stove Fuel
Various types of backpacking stoves use liquid fuels, pressurized fuel in
canisters, or solid fuels. Never carry stove fuel on an airplane; you’ll need to
buy it locally when you reach your destination.
Liquid fuel stoves are economical to operate and have a high heat output.
These stoves burn gasoline (white gas) or alcohol. Kerosene and unleaded
gasoline stoves are available but are better suited for international travel,
where fuel availability is an issue. In most cases, liquid fuel stoves have a
start-up procedure known as priming that makes them a bit more complicated
to use than canister stoves.
White gas is very flammable (which is why it’s a good stove fuel), burns
cleanly, and evaporates quickly when spilled. Kerosene is safer because it is
less volatile than white gas and slower to ignite and evaporate, and it
produces more heat per volume of fuel. However, it has a greasy feel, a
lasting odor, and a tendency to give off smoke and soot when burning—more
good reasons to use white gas instead. Some stove manufacturers claim that
their stoves can use unleaded gasoline, but avoid it, because it will gum up
your stove.
Denatured alcohol (ethanol) is the fuel of choice for homemade stove
enthusiasts. They use empty soda cans to build lightweight stoves. These
stoves have no moving parts, making them very reliable (but nonadjustable).
There are many home-built designs available on the Internet and a few for
sale ready-made. Alcohol burns clean but has the lowest heat output of the
liquid fuels. Homemade stoves are more suitable for warming small meals
than for group cooking or melting snow. Avoid methanol for its toxicity and
low energy-to-weight ratio.
Liquid stove fuel should be carried in special fuel bottles with tightfitting
caps and special seals. Mark them clearly. For some models of liquid-fuel
stoves, the tank is an integral part of the stove, while for others the stove has
no tank but is designed to be connected to a fuel bottle. Some stoves have
small tanks, while others run full blast for more than three hours on a single
tank. Some operate from simmer to full heat, while others operate only at full
blast and sound like a roaring blowtorch.
Canister fuel stoves (see Figure 5-6) have become more popular than
liquid-fuel stoves. They burn propane, butane, isobutane, or an isobutane-
propane mixture in a small pressurized canister. Before it is lit, the burner of
the stove is attached to the metal fuel canister. Operating the stove is easy,
and no priming is required. Propane is excellent in the cold, but its canisters
are much heavier than butane canisters and are not recommended for
backpacking. Butane and isobutane must be warmed to operate at cold
temperatures, so you may have to store the canister in your sleeping bag with
you overnight. Instead, use a canister filled with an isobutane-propane
mixture.
Canister stoves have a built-in valve that allows for detachment from the
burner between uses. It’s hard to tell how much fuel is left in a canister
without weighing it, so weigh the canister and mark the weight on the bottom
before and after your trip, and you will soon learn how much burn time you
will get out of each canister. If there is any doubt as to how much fuel you
will use, always carry one or more spare cans.
Using a canister stove is quite simple in warm weather—just light a match
and open the single valve. Most of these stoves have less heat output than
liquid-fuel stoves that use white gas or kerosene, are a little more sensitive to
the cold, and cost more to operate, but they are easy to set up and use.
There are cooking systems that combine the canister stove, windscreen,
cooking pot, and fuel canister together into one unit and boil water very
rapidly, but these are rather heavy and bulky.
Figure 5-6. Left, a canister stove; right, a liquid fuel stove (Photo by Henry Wilson)

Solid fuels include jellied alcohol (Sterno), waxlike heat tablets, and
charcoal. These fuels are safe to handle, but all have a low heat output. With
a windscreen, a very lightweight setup using homemade fuel tabs (such as
Esbit) is a reliable cooking method suited to simple meals for one or two, but
it is not sufficient for melting snow. They do take additional skill to use
effectively, but you can make your own for free!

Windscreens
Many stoves feature a windscreen that is either part of the stove or an
accessory. The fuel tank should be below or outside the windscreen, and the
windscreen should never allow the fuel tank to overheat. Because all stoves
are very sensitive to wind, a windscreen should be considered a mandatory
piece of backpacking stove equipment.

Fueling Stoves
All stoves must be considered dangerous, but with a little knowledge and
common sense, it is possible to minimize this danger. The most important
thing you can do is understand how your stove works. Read the
instructions! Some models have instructions printed on the stove itself. Test
the stove’s operation outside your home (never inside). You need to learn
how to use it before you go on your trip.
Liquid fuel stoves. Here are some tips for using liquid fuel:
• Never refill a liquid-fuel stove when the stove is hot.
• Use care when pouring liquid fuel into the stove, and add fuel slowly.
Check the level in the tank and don’t overfill. A filter funnel or
pouring cap helps keep the fuel where it’s supposed to be.
• Leave an air space above the fuel. Don’t fill all the way to the top of
the tank.
• Refuel away from flame sources.
• Don’t ever refuel inside a tent or building.
• Check the fuel level before lighting the stove to ensure that you don’t
run out while you’re cooking.
• Replace the cap on both the fuel bottle and the stove before lighting
the stove.
• Always store fuel bottles away from the cooking area to keep them
from exploding.
Canister stoves. Here are some tips for using pressurized canister fuel:
• When attaching the stove to a canister, be careful. Make sure the on-
off valve is closed and the gasket surfaces are clean. The screw
threads should be easy to turn until tight. If you strip or damage the
fittings, both the burner and canister can be ruined.
• After the canister is attached, make sure it doesn’t leak by listening for
a hissing noise.
• Light the match or lighter and hold it next to the burner before turning
on the gas. If a butane lighter won’t work in cold temperatures, warm
it with body heat.
• Never throw an empty canister into a campfire. Pack it out.
• Always store canisters away from the cooking area to avoid explosion.

Using the Stove


Operating a backpacking stove can be simple and easy but hazardous if done
improperly. By observing these guidelines, you can prevent accidents and
end up with a warm meal:
• Never cook inside a tent. A burning stove consumes oxygen and gives
off deadly carbon monoxide; many stove bases get hot enough to melt
nylon tent floors and foam pads, and if the stove flares up during
lighting, it can melt your rain fly.
• Make sure that the stove is in a safe place and is on a stable, level
surface. Stove stability varies quite a bit among models.
• Place a full cookpot on the stove to check the stability of both together
before lighting.
• Never leave a burning stove unattended.
• Carry spare parts, tools, cleaning kit, and instructions on how to repair
your stove. Clean the fuel jet hole on the burner regularly.
• If your stove has a pump, oil it before each trip.
• If your stove uses a fuel tube, keep the open end covered to prevent
dirt from getting in when it is not connected.

Know how to operate your stove before setting out into the wilderness. (Photo by James
Glenn Pearson)

Using Your Stove in Cold Weather


Insulate the warm bottom of the stove from the snow with a piece of
plywood, high-temperature plastic, cardboard wrapped in duct tape, or
something similar. A foam pad might melt.
Use caution with white gas, since if it is spilled on your skin it can cause
frostbite by its rapid evaporation. For canister stoves, use an isobutane-
propane mix. If frost forms on the canister while the canister is in use, you
will soon burn off the propane, and you will have only butane left. You will
not be able to light your stove at your next meal. To prevent this, use the
stove with the canister in a shallow pan of an inch or two of warm water. Add
hot water to the pan to keep the canister from frosting. A few canister stoves
allow the canister to be inverted after the stove has started. This gives better
cold-weather performance and more consistent output over the life of each
canister.

WATER TREATMENT
It is best to assume that all water in the backcountry is unsafe to drink due to
possible contamination by bacteria (E. coli, salmonella, etc.), parsitic
protozoa (Cryptosporidium or Giardia lamblia) or, less commonly in North
America, viruses. You can either kill the contaminants (by purification) or
you can remove them (by filtration). Both methods are called “treating” the
water. Neither is expected to remove odors or chemicals such as heavy metals
or chlorine. Choose your water treatment method based on effectiveness, how
good you want the water to taste, and the equipment’s ease of use, weight,
size, and cost.

Purification
Purification is done with either chemicals or ultraviolet (UV) light or by
boiling. These methods of treatment are effective against all waterborne
pathogens, with the exception that treatment with iodine will not kill
Cryptosporidium.
Chemicals. The types of chemicals used are either tablets (iodine—get the
kind that has a vitamin-C flavor neutralizer) or liquid in dropper bottles
(chlorine dioxide). Common household bleach can also be used. All have a
wait time for the chemicals to work, usually thirty to forty-five minutes,
longer if the water is cold or cloudy or if crypto is suspected. Try some
treated water at home to see if the chemical taste is acceptable to you.
UV light kills 99.9 percent of all bacteria, viruses, and protozoa. UV light
is supplied directly into a bottle of water by a device called a SteriPEN. It is
small and light, and one set of batteries will purify about fifty quarts of water.
Boiling is effective against all water-borne pathogens and does not
introduce any chemicals into the water.

Filtration
Filtering removes contaminants by hand-pumping water through a cleanable
filter element, which is why people often call the filtering process
“pumping.” In general, filters do not remove viruses, but this level of
protection is considered safe for backcountry use in the United States and
Canada. One brand of filter, FirstNeed, does remove viruses and is
considered a purifier.

Find a comfy place to sit with a view to make filtering water an enjoyable task. (Photo by
Dan Girard)

Sip-and-squeeze bottles have a filter element in the cap or straw so as you


drink, the water is filtered. Gravity filters save you the work of pumping by
using gravity to pull the water through the filter element.

COOKWARE
Economize, but don’t skimp, on your cookware and utensils, and be alert to
keeping weights down. You can modify ordinary pans by removing or
shortening their handles, but backpacking pots made of thin stainless steel or
titanium will probably be much lighter. Some come with a nonstick surface
and heat-absorbing black exteriors. Some cook sets consist of two pots nested
together with handles that fold aside or no handles at all (a pot gripper is
used). A pot lid can sometimes be used as a frying pan. One small pot or a
cup per person may suffice for one or two people, but fancier meals and
larger cook groups will require two pots.
It is very helpful to have your cookware marked with common intervals of
volume measurement (1 cup, 2 cups, etc.). If your pots are not already
marked, carefully do it yourself by making small dents with a hammer and
screwdriver.
If you’re cooking only for yourself, simply eat from the pot or pan.
Otherwise, each person needs a cup or bowl to eat from. Try disposable
plastic bowls and cups for permanent use, but make sure that hot food or
liquid won’t melt them or burn your hand. As a minimum for utensils, use a
pocketknife for cutting food and a lightweight, unbreakable spoon for eating
—a fork is nice but not necessary. A cook group also needs a large,
lightweight spoon for stirring and serving. An insulated plastic cup, with or
without a lid, keeps your beverage or soup hot. Any cup can have its volume
measured and marked at home.
A few other useful items, depending on what you cook, include resealable
plastic bags, which are handy for mixing beverages, pancake batter, and
pudding; a spoon takes the place of your mixer back home. Don’t forget a
small can opener if you have canned food, a measuring cup (if you’re not
using your cup for this), aluminum foil for a variety of uses, and a spatula if
you need one.
For cleaning up, you might want a very small pot scrubber. Some people
just use very hot water without soap for washing dishes, and for a one-night
trip you can just wait and wash them at home. But if your food is particularly
greasy, the bears will love you, so you may want to use a very small amount
of biodegradable soap and wash well away (200 feet, equivalent to eighty
paces) from any water source.

PACKS
The pack you choose greatly affects how much you enjoy the sport. Fit and
style are as personal with packs as they are with shoes, and what works great
for one person may not work for you. The types of packs are these, from
smallest to largest:
• Fanny pack: can hold 120 to 1000 cubic inches or 2 to 16 liters;
weighs ½ to 1½ pounds. This is simply a bag on a waist belt, so all the
weight is on your hips with none on your shoulders; your back stays
cooler, but fanny packs (also called waist packs) are often too small
for the Ten Essentials.
• Hydration pack: carries a water reservoir and sometimes not much
else. Often too small for the Ten Essentials.
• Small day pack: can hold 1200 to 2000 cubic inches or 20 to 32
liters; weighs 1 to 2 pounds. These can be used not only for day hikes
but also for day hikes on backpacking trips.
• Full day pack: can hold 2000 to 3000 cubic inches or 32 to 49 liters;
weighs 1½ to 4 pounds. These are suitable for longer day hikes or for
short backpacking trips (with gear strapped to the outside).
• Backpack (internal frame or external frame): can hold 3000 to
6000 cubic inches or 49 to 98 liters; weighs 3 to 8 pounds. These are
best for overnight trips.
Figure 5-7. Frame packs: left, internal-frame pack; right, external-frame pack

Day Packs
For day hikes or peak climbs, you’ll need a day pack. These vary from light
and simple bags with quick-dry mesh straps to fully constructed load haulers
with internal frames. You may need a pack holding as much as 2500 cubic
inches (40 liters) to carry your Ten Essentials and other necessary gear. Low
bulk is important if the smaller pack has to fit inside a backpack. A large day
pack (3000 cubic inches or 32 liters) can be used for multiday backpacking if
you strap your sleeping bag and pad on the outside. The pack is then small
enough to also use as a day pack, and this can save 2 pounds or more.

Backpacks
Your backpack is a key component of your gear. For recreational (as opposed
to expedition) backpacking, you’ll need a pack capacity of 4000 to 5500
cubic inches (65.5 to 90.1 liters) in an internal-frame pack and 3000 to 3500
cubic inches (49.2 to 57.6 liters) in an external-frame pack. Don’t be tempted
to buy too big a backpack. What you choose to put in your pack always
seems to exceed the capacity anyway. Choose the size that fits your needs
most of the time. You can always securely strap items to the sides or rent a
larger pack when you require extra capacity.
Women choosing a backpack should consider not only men’s or unisex
packs but packs designed specifically for a woman’s shape. A pack designed
for a woman has shorter torso lengths available, has narrower shoulder straps
set closer together, and has a hip belt designed to accommodate the curve of
the hip. Packs designed for women are not women’s packs; they are just
designed for a woman’s shape and will also fit some men perfectly.
Internal-frame backpacks are currently very popular. As their names
suggest, internal-frame packs and external-frame packs (see Figure 5-7) differ
from each other in that internal-frame packs have vertical stays (curved, rigid
bars) inside the pack sack, and external-frame packs have the frame on the
outside of the pack sack. Internal-frame packs are relatively compact and
streamlined, and they should fit snugly against your body; if properly
designed and adjusted, they will feel more balanced than external-frame
packs. Internal-frame backpacks are equally well suited to trails and rough
terrain. They’re designed to hold sleeping bags, tents, pads, and all your gear
inside. Adjustable straps compress the load and keep it from shifting.
Drawbacks of internal-frame packs include generally higher cost, heavier
weight, more difficulty in getting to your gear (in top-loading models,
particularly, but a top compartment helps), and less air circulation for your
back.
External-frame backpacks have a rigid, exposed frame structure that
keeps the load slightly away from your body, allowing for more air
circulation to your back and for vertical weight to be transferred to the hips
so you can stand more upright. These packs need, and have, fewer
adjustments. Sleeping bag, pad, and tent strap onto areas provided for them
outside of the pack bag on the frame, and most other gear fits inside the pack
or the pack’s many outside pockets. External-frame packs are easier to load
and handle heavy loads better than most internal-frame packs.
Since weight is carried high, they can feel tippy and off-balance, so they
are best suited for trails. Most external-frame packs are light but bulky, a
drawback when trying to fit several packs in the trunk of a car.
Manufacturers of both styles are working to blend the best features of
each. Many internal-frame models now have divided compartments for easier
access to gear, and they now handle heavier loads with more comfort. Some
newer lightweight internal-frame-style backpacks have a minimal frame, and
some have no frame but use a sleeping pad as an internal stiffener. The newer
external-frame packs are becoming less boxy and more contoured, to enhance
their stability while maintaining their carrying volume.

Features and Fit


More features mean more weight, so do pay attention to the overall weight of
the empty pack, but the weight of the load is much greater than the weight of
the features that make the pack carry a load more comfortably: wide, padded
shoulder straps; a padded hip belt; load lifter straps at the top of the pack; a
sternum strap across the chest (not only takes the load off your shoulders but
also helps you stand more upright). Backpacks can have adjustment for torso
length, a pocket and port for a hydration reservoir, side pockets for water
bottles or snacks, elastic cords or gear loops for stowing gear on the outside,
and a top compartment that might be detachable to use as a fanny pack. Some
will have a front pocket, waterproof fabric and zippers, or a suspended
ventilation panel to keep your back cooler. And remember, features are nice,
but fit is king.
Correct fit is the most important factor in pack comfort. Don’t try to
correct bad fit with adjustment. Never buy a pack without trying it or a
similar rental first. Have your torso measured, select the right size for your
body frame, load it up with thirty pounds, and walk, climb up and down, tip,
turn, and twist. Try the pack on while wearing your hiking hat and clothing to
see if there is any interference. Make sure the top of the pack doesn’t hit you
in the back of your head and your arms don’t rub the shoulder straps or side
pockets. If the pack feels like an extension of your body, moves with you,
and doesn’t poke or gouge, you’ve found a winner! If you can, rent it for a
weekend backpack trip. The pack shouldn’t cause excessively sore spots on
your shoulders, hips, back, or elsewhere.
Once you’ve been fitted and have made your choice, ask that your pack be
adjusted properly to fit the exact size and contours of your body. Ask if there
is someone in the store who specializes in this and, just as if you were fitting
boots, speak up if something doesn’t seem right.

Packing
When you try out a backpack, understand that the perceived load may vary
by as much as 10 pounds, depending on how you distribute items inside.
Place the heaviest items in the bottom, close to your back. Don’t hang
anything swinging out from the back of the pack. Adjust the hip belt first and
then the shoulder straps to distribute weight slightly more on the hips than the
shoulders.

Pack Covers
If your pack is not waterproof, you can either rainproof the contents by lining
your pack with a large trash bag, or you can rainproof the whole pack with a
pack cover. Pack covers come in different sizes and are made of coated nylon
or silnylon. They are also helpful for keeping your pack dry if you have to
leave it outside the tent during the night. Another alternative is to hike with a
poncho over both you and your pack. (See “The Layers” earlier in this
chapter.)

GETTING LIGHTER
There are advanced techniques for dramatically lowering your pack weight,
but they are outside the scope of this book. The goal for your base pack
weight might be half that of a traditional system. Trips of limited duration,
with more experienced leaders, are perfect opportunities for trying out lighter
gear systems. One of the main things you are doing when lightening your
load is trading knowledge and experience for weight and safety. You don’t
want to go too crazy on lightening your pack before you have that
knowledge.
Table 5-1 is a sample equipment list that you can use to make sure you
bring everything you need. This list can be adjusted for different types of
trips. It is not intended that a person pack everything on the list. This
checklist covers a wide variety of different types of trips and a variety of
seasons, weather, and trail conditions. Use it as a framework for
personalizing your own packing checklist.

TABLE 5-1. PACKING CHECKLIST


Trail permit
Ground cloth (footprint)
Tent, poles, stakes, and rain fly
Sleeping pad
Sleeping bag and waterproof stuff sack
Backpack and pack cover
Day pack
Fanny pack
Pack and tent repair kit
Trekking poles
Sunscreen and lip balm
Insect repellent
Skin cream
First-aid kit, field medical guide
Pocketknife
Candle
Matches (waterproof) or lighter
Flashlight or headlamp
Extra batteries
Whistle
Signal mirror
Maps and compass
Large trash bag or other emergency shelter
Wallet or plastic bag with driver’s license, credit card, health insurance
information, emergency contact, and money
Guidebook and/or excerpts
Nylon cord or rope
Pencil and paper
Needle and thread (or dental floss)
Extra water in car at trail’s end
Clean clothes in car for drive home
Toilet paper, plastic bags, trowel, and disinfectant
Toothbrush, toothpaste, and floss
Towel or washcloth
Personal items and prescriptions
Socks: outer and liner
Boots or hiking shoes
Lightweight camp shoes
Snow and ice traction devices
Glacier glasses (for snow travel)
Gaiters
Pants: long, short, and warm pullovers
Underwear: regular and long
Shirts: long-sleeved and shortsleeved
Sweater, warm jacket, or parka
Wind gear: jacket and pants
Eyeglasses, sunglasses, and retainers
Sun hat
Cold-weather hat (wool or fleece)
Gloves and shell overmitts
Hand warmers and foot warmers
Bandana
Raingear
Swimsuit
Extra clothing
Pot and pot gripper
Cup, bowl, and utensils
Biodegradable soap
Stove, windscreen, repair kit
Fuel
Water reservoir, water bottles
Water treatment: chlorine, iodine, filter, or ultraviolet light
Collapsible water carrier
Breakfast, lunch, dinner, and trail snacks
Warm beverage
Electrolyte replacement
Extra food and water
Paper towels or moist disposable towelettes
Plastic bags (for wet clothes, trash, used toilet paper, water or vapor
barrier for feet)
Bear canister or stuff sack and rope
Duct tape
Extra car key for another hiker to carry
Sit pad or chair
Walkie-talkies
Cell phone
Wristwatch
GPS device
Camera
Binoculars
Altimeter, thermometer, or pedometer
“Eating Out” in the Wilderness
Pauline Jimenez, Priscilla Anderson, Scott Anderson, and
Carolyn Moser

Old photographs of large group outings such as those by the Sierra Club or
The Mountaineers show people cooking great quantities of food in cauldrons,
with wooden tables lined up beneath giant trees and piled high with freshly
baked bread. But John Muir, founder of the Sierra Club, wrote, “My meals
were easily made, for they were all alike and simple, only a cup of tea and
bread.”
You can emulate John Muir and subsist quite comfortably on a variety of
uncooked foods. Or you can bring along a small camp stove, lightweight
cookware, and a variety of ingredients to whip up a great feast at the end of
each day. Your choices of what to eat in the wilderness and how to prepare it
have never been broader.

NUTRITION BASICS
Some people believe backpacking is a good way to lose weight, and some
may fast in the outdoors for health or spiritual benefits, but wilderness travel
usually demands more calories, not fewer. Poor nutrition can decrease your
endurance and limit your body’s ability to repair itself after a hard day of
hiking. Lack of food or energy reserves lowers your morale and clouds
decision-making skills, which could be dangerous if an emergency arises.
Symptoms of malnourishment include more than just hunger and weight
loss. Not enough food (or the wrong kinds of food) can cause depression and
lack of energy, leaving you incapable of a positive outlook. Use good
nutrition to keep your body healthy and your mind alert, especially when out
in the wilderness.
On a hike or backpack, you will need to modify a low-calorie diet. The
number of calories you need depends on factors such as your body size,
metabolism, length of the trip, pack size, pace, terrain, temperature, etc. For a
short, leisurely trip you may need to raise your caloric intake only slightly,
but your intake will increase on long, strenuous trips.
If you know you have special nutritional requirements, take them into
account. For instance, a pregnant woman may need to increase her protein
intake. A person with diabetes may need to bring hard candy for medical
emergencies (see “Diabetic Emergencies” in Chapter 13, “Ouch! First Aid in
the Backcountry”). If you’re on a medically supervised diet, consult with
your doctor to determine how to adjust your program. Important nutritional
components include the following, which are covered in more depth below:
• water
• carbohydrates
• proteins
• fats
• fiber
• vitamins and minerals

Water and Fluids


Always remember that water is the most important thing to drink and carry
with you. Drink before you start your hike, and keep yourself hydrated
throughout the day. Remember that thirst comes after your body begins to
dehydrate, so it is not the best indicator of your needs.
Fluid intake is critically important during strenuous exercise. Most of us
have experienced the discomforts of “cotton-mouth,” dizziness, weakness,
and headaches when exercising heavily on hot days. These conditions are
symptoms of dehydration—the loss of water and minerals from the body.
Dehydration impairs your judgment and coordination, and it makes you more
vulnerable to altitude sickness, hypothermia, and heatstroke (and, of course,
death).
Lost body fluids must be replaced by drinking water or other fluids and by
eating sodium- and potassium-rich foods such as these:
• soy sauce
• cottage cheese
• tomato juice
• cheddar cheese
• beans
• spinach
• raisins
• potatoes
• oranges
• bananas
• milk
You should generally consume one gallon (four quarts) of water or other
fluids per day. In the desert or with heavy exertion, you may need much
more, and in cool or wet conditions you may need less. With experience,
you’ll learn what your body requires. Drink small amounts at frequent
intervals rather than a large amount at one long gulping session. Drink
regularly and often. Some beverage choices include these:
• teas
• hot cocoa
• powdered fruit drinks (such as Kool-Aid, hot Jell-O mix, and spiced
cider)
• powdered electrolyte or vitamin supplements (such as Emergen-C)
• soups and broths
Sports drinks. For vigorous hikes lasting longer than an hour, you need to
replace carbohydrates as well as fluids. Unlike water, some sports drinks can
replace both. The drinks that work best during exercise contain 13–21 grams
of carbohydrates per cup. Those with more carbohydrates slow digestion and
can cause cramping, nausea, bloating, and diarrhea during exercise. Those
with less won’t get enough fuel to your muscles fast enough.
Check the ingredients list for sugars (such as sucrose, fructose, glucose,
and maltodextrin). Avoid those with a high concentration of fructose because
this can slow hydration and upset your stomach. Some fructose is fine, but
make sure it is not the first or only ingredient listed. Other ingredients to
check for include sodium, potassium, minerals, and electrolytes. A small
amount of sodium (less than that found in sweat) encourages you to drink
more and helps you retain water (to prevent dehydration). Choose a drink
with 100–110 milligrams of sodium and about 30 milligrams of potassium
per 8-ounce serving.
Coffee drinkers should be aware that caffeine is a diuretic that increases
urine output, so it is worse than useless as a fluid replacement. It is also a
stimulant that increases your heart rate and causes blood pressure to rise.
Alcohol is an even stronger diuretic than coffee, and it decreases your
appetite. Taken in excess, it generates a feeling of warmth for a short time,
but it actually promotes a net loss of heat in cold conditions. Alcohol impairs
your judgment, balance, coordination, and awareness. These effects are
multiplied at high altitude. Simply put, excessive alcohol consumption puts
you at risk in an unforgiving environment.

Carbohydrates
Carbohydrates are the staple of a hiker’s diet; they come in two forms.
Complex carbohydrates are high-nutrient foods that include whole-grain
products (such as rice, wheat, quinoa, and buckwheat), vegetables (such as
carrots, potatoes, and sugar-snap peas), beans, fruits, and berries. Complex
carbohydrates are high-energy calories that are stored in the liver and muscles
as glycogen. Generally, you have enough stored glycogen to last through
about one and a half hours of vigorous exercise. To keep your body working
effectively, you must replenish these reserves with frequent snacks
throughout the day. Somewhere between 50 and 70 percent of your total daily
calories should be from carbohydrates.
If you forget to eat frequently or skip meals, exhaustion may come within
only a few hours. When this happens, it usually takes more than twenty-four
hours to restore your glycogen reserves. This means recovery for tomorrow’s
hike will be slow. Even with frequent snacks, your glycogen reserves can be
depleted. Complex carbohydrates enter the bloodstream faster than animal
protein, so remember to eat complex carbohydrates and hydrate well within
thirty to sixty minutes after you stop hiking. You can stoke your reserves
again later with a wholesome evening meal.
Simple carbohydrates include sugar, honey, agave nectar, jams, and
candy. Since most of these are metabolized quickly, they can be beneficial in
very small amounts or when combined with other foods. These are quick but
nutritionally vapid calories. In some people, they can cause a “sugar-high,
sugar-low” syndrome, which is a chain reaction that leads to an over-reaction
of the pancreas and low blood sugar levels.

Protein
Protein is best eaten regularly in small amounts because it is either used
immediately for muscle renewal and repair or it is stored as fat. A complete
protein contains twenty-two amino acids. Fourteen of these are produced in
the body, but eight essential amino acids are not. Amino acids combine in
various ways to produce proteins, which then combine to produce cell
components, structural fibers, organs, and tissues. You need protein to help
fight disease; build, repair, and maintain body tissue; and keep your brain
cells thinking and your blood flowing.
There is debate about how much protein is too much. Some researchers
believe that high consumption of protein could result in kidney disease,
osteoporosis, and some forms of cancer.
The World Health Organization notes that people need to consume 5
percent of their calories from protein, and some experts recommend a safety
margin of 10 percent. Others assert that 20 to 30 percent of your daily
calories should be from proteins.
Some backpackers base their entire diet on plant proteins because these
also supply important vitamins, minerals, carbohydrates, and fiber. Even if
you are not a vegetarian at home, plant-based proteins add variety to your
meals and make sense on a backpack because they are usually lighter,
cheaper, and more colorful than animal proteins. Eaten regularly and in
variety, plant-based proteins (complex carbohydrates such as whole grains,
fruits, nuts, legumes, and vegetables) give your body a double benefit of
quickly absorbed glycogen and complete protein. Examples of complex
carbohydrate partnerships that combine all twenty-two amino acids to form
complete proteins include the following:
Grains and legumes:
• rice and beans
• lentils and rice
• tamale pie (beans and cornbread)
• refried beans and tortillas
• peanut butter sandwich
• cornbread and lentil soup
• hummus and wheat crackers
• baked beans and Boston brown bread
Legumes and seeds:
• peanuts and sunflower seeds in your trail mix
• three-bean salad topped with toasted pecans
• hummus or tofu with tahini (ground sesame seeds)
Dairy products and complex carbohydrates (animal proteins derived
from dairy products can combine well with many kinds of complex
carbohydrates):
• macaroni and cheese
• cheese and wheat crackers
• pasta with cheese
• milk and cereal
• rice pudding
• bread pudding
• pancakes (whole wheat flour and milk-egg batter)
• bean chili with cheese
• yogurt topped with chopped nuts
Animal proteins (products such as jerky or canned meat, fish, eggs, and
powdered milk) are complete proteins, but their nutrients are slower to enter
your bloodstream than those of plant-based proteins because they digest more
slowly. Some types of animal proteins may not be practical for longer trips or
for hiking in hot weather (due to spoilage and weight). These proteins
(typically meats) are slower to digest and leave you feeling satisfied longer,
but they can also make you sluggish when eaten at the wrong time.
The US Department of Agriculture and the US Department of Health
Services have affirmed that all of the body’s nutritional needs, including
protein, can be met through a plant-based diet. Eating a wide array of nuts,
seeds, beans, vegetables (such as dark leafy greens), sea vegetables (such as
kelp, kombu, and wakame), fruits, and sprouted grains (such as quinoa and
wheat berries) will easily meet your protein needs. Good protein supplements
also include spirulina (a freshwater blue-green algae superfood) and
nutritional yeast (a plant-based culture generally extracted from molasses that
contains up to 50 percent protein). Two heaping tablespoons of nutritional
yeast (also called brewer’s yeast) contains 110 calories and 17–18 grams of
protein, B vitamins, and iron. It adds a unique flavor to sauces, grains, and
beans.

Fats
Fats provide more energy per ounce and keep you satisfied longer than either
carbohydrates or proteins, but they take even longer to digest. When eaten
with a meal, foods such as avocados, ground flaxseed, almonds, and olives
contain oils that help your body absorb fat-soluble vitamins (A, D, E, and K).
Essential fatty acids (omega-3 and omega-6) are also vital for blood clotting,
brain development, and controlling inflammation. Heart-healthy unsaturated
fat sources include almonds and other nuts, ground hemp seeds, corn oil, and
olive oil. Saturated fat sources include butter, cocoa butter, margarine,
coconut oil, palm oil, dairy cheeses, and animal fat.
It is best to include the majority of your day’s fat in the evening because
fats are easier to digest when you are at rest. Eating small amounts of healthy
fats keeps you from becoming hungry during the night and helps you stay
warm. You should increase fat consumption when dealing with extreme cold
(snow camping), but also be aware that fats eaten in large quantities at high
altitudes may cause indigestion. For backpacking, about 20 to 25 percent of
your daily calories should come from fats.

Vitamins and Minerals


Vitamins and minerals enable your body to make the best use of the food you
eat. Eating a variety of foods is the best way to ensure that you get all the
vitamins and minerals your body requires. Commercial supplements are
usually a good idea, especially if you are uncertain about your vitamin and
mineral needs.
Calcium. Foods that are high in calcium are especially important to long-
distance hikers. Examples include the following:
• dark leafy greens
• soybeans
• white beans
• raw tahini (sesame seed butter)
• blackstrap molasses
• kelp
• some fish (such as sardines, salmon, perch, and rainbow trout)
• oatmeal
• some breakfast cereals

Fiber
Fiber in foods is important because it increases the efficiency of your
digestive tract, lowers blood cholesterol levels, promotes weight loss, and
helps you feel more satisfied with a smaller quantity of food. Sources of fiber
include whole grains, nuts, fruits, berries, and vegetables.

TYPES OF FOOD
Compared to explorers like John Muir, today’s hikers and backpackers have a
world of tasty choices available for food provisions. You can decide whether
you should take fresh, frozen, canned, dehydrated, or freeze-dried foods
using factors such as the availability of water, weather conditions, difficulties
of terrain and pace, number of hiking days, and pack weight. Your meals will
be more appetizing if you incorporate a variety of foods.
Fresh and frozen foods are the healthiest foods you can bring, but most
of them spoil easily and weigh a lot. They are great for weekend trips but less
practical for longer trips. Some homemade breads, energy bars, and cereal
mixes will keep for days or weeks and also have high energy-to-weight
ratios.
If you make your own foods in advance, you can control the ingredients
and/or reduce additives such as preservatives. Some ultralight backpackers
make it a practice to carry only foods that yield at least 100 calories per
ounce.
Canned foods expand your choices because they do not spoil. However,
the weight of the packaging is a consideration on longer journeys (remember
that you’ll have to pack out the empty cans). Certain flavorful items that will
enhance your versatility in meal planning are available in small cans.
Dehydrated food can be bought as prepackaged meals (turkey tetrazzini,
beef amandine, etc.) or as individual-item packages. Commercial freeze-dried
processes remove about 96 percent of the moisture, whereas home
dehydration removes about 90 percent. That’s not bad, considering the
money you will save for the little time invested and the control you have over
what goes into the food. Almost any kind of food can be dehydrated.
If you have the inclination, you can dehydrate your own food at home.
The process is fairly simple and can be done in an oven, but best results are
obtained from a food dehydrator. You can home-dry fruit leather, spaghetti
sauce, chili, salsa, thinly sliced fruit, vegetables, jerky, and stew. You can
even double a favorite meal at home, eating half and dehydrating the other
half for a future trip. Home-drying gives you variety, nutrition, your own
choice of ingredients, and homemade taste.
A disadvantage of dehydrated foods is that some can be slow to rehydrate.
You can start the process several hours before making camp by mixing the
dehydrated food with water to soak in a carefully sealed container or water
bottle (allow space for the food to approximately double in volume as it
rehydrates). When you arrive in camp, simply heat your dinner and eat!
Freeze-dried foods offer good alternatives for longer trips because they
are light in weight, offer lots of variety with little fuss, and almost never
spoil. They are widely available at grocery stores and camping supply stores
and by mail order. Some of these foods are laced with chemical additives, but
some companies offer healthier alternatives.
Freeze-dried foods tend to be expensive and may need longer cooking
times than the package indicates, and the servings are generally on the small
side. A “large” packet (four 8-ounce servings) will usually feed only two
people. The foil packaging does not burn in a campfire, so be sure to carry
out the trash. Some specialty foods, such as freeze-dried strawberries or
precooked, freeze-dried beans, can be well worth the cost.
Wild foods that you forage can in some cases supplement your diet.
However, this requires specialized knowledge of plants and their uses.
Learning about nonpoisonous and edible plants and gathering them in the
right areas can add a new appreciation of nature’s bounty and beauty.
However, foraging takes time and work, and you may not always find what
you are looking for.
Always check with the local rangers to see if harvesting wild plants is
legal in the area you plan to visit. In many parks, cutting or picking any plant
is illegal. Even if foraging is permitted in the area you’re visiting, consider
the effects of overharvesting and limit your gathering to what the
environment can tolerate. If huge quantities of people visit an area, it likely
cannot tolerate even minimal foraging. Under no circumstances should you
gather endangered or rare plants, nor should you gather plants for commercial
sale.
CHOOSING WHAT FOODS TO CARRY
On weekend backpacking trips, you can eat almost anything as long as you
are reasonably healthy and consume enough calories to cover your energy
expenditures. Longer trips require more planning for maximum nutrition with
the least amount of pack weight. As you plan your meals and develop a
repertoire of ideas, you might create a menu and then check off each item as
you purchase it and pack it. To decide which foods will fit your trip, consider
the following points, which are covered in more detail below:
• availability of water
• itinerary: terrain, pace, and difficulty of your trip
• weather conditions
• volume and weight of your food
• cost
• variety and taste
• ease of meal preparation and cleanup

Availability of Water
Water is heavy and bulky (one gallon weighs 8.3 pounds), but it is the most
important thing in your pack. Availability of water will significantly affect
your selection of which foods you will carry with you. For instance, it would
not be practical to bring freeze-dried food on a desert trip because extra water
would be needed to rehydrate it.
Study a map for the area where you intend to hike and camp to determine
where the nearest water source is. Make observations as to whether you will
have plentiful water along a trail or in camp or will need to carry water with
you for a “dry camp.”

Itinerary: Terrain, Pace, and Difficulty


Ponder your estimated mileage and elevation gain and loss for each day. For
a short, leisurely trip, you may need to raise your calorie level by only 10 to
20 percent. But weeklong, strenuous trips with a heavy pack may require 50
to 75 percent more calories. Depending on the terrain, incline, weight of your
pack, and hiking speed, you can easily burn 500 or more calories per hour.
Consider known conditions. Will you be carrying your backpack to move
camp every day? Is the trip cross-country or on trail? Are there technical
challenges such as boulder-scrambling? These factors will affect not only
your caloric needs but the time and energy you have available for meal
preparation.

Weather Conditions
Cold increases your need for calories, so it’s a good idea to eat small
carbohydrate snacks even more frequently in extreme cold. You’ll need the
quick extra energy. Add extra water to turn all your dinners into soups
(instant potato soup, couscous soup, etc.). Hot foods and liquids are more
appetizing in cold conditions, and they help you stay warm. In colder weather
or at higher elevations, you may need to melt snow for water. This requires
extra work, fuel, time, and planning, especially in severe conditions.
Heat reduces your appetite but significantly increases your water needs.
For a hot overnight trip, try freezing a juice pack at home before you leave.
Stored deep in your pack, the juice will ice the foods you want to keep cold,
and you will have a refreshingly cool drink later in the day.
Snow camping requires extra fuel to melt snow for water. (Photo by Pauline Jimenez)

Never underestimate your needs for food and water. Even on the simplest
trails, always carry at least a quart more water than you think you will need.
Drink early and often, and never ration your water. It will do far more good
in your stomach than on your back.

Volume and Weight


The National Outdoor Leadership School recommends about one and a half
to two pounds of food for the average person during moderate outdoor
activities and two and a quarter to two and a half pounds for extreme
mountaineering. By choosing mostly dried or dehydrated foods that are low
in water content (selectively avoiding most heavier fresh and canned foods
and removing all cardboard and excess packaging at home), most
backpackers are quite satisfied with less than two pounds of food per day (28
ounces of a judicious mix of dried, freeze-dried, and whole foods contains
about 3000 calories).
A 3000-calorie day assumes a caloric density of about 125–150 calories
per ounce. If you also consider the volume of your food, you will need to
make decisions about what is most important to you (such as a Snickers bar
or a larger bagel, which each contain 270 calories). If your food takes up a lot
of space, it may not fit in a bear canister or in your backpack. With
experience, you will learn what your body requires for different kinds of
wilderness experiences.

Cost
Keeping costs down is another consideration when preparing a trip menu.
Perhaps you would put this high on your importance list, but food cost should
never be the primary factor in choosing what is right for a trip. If a trip
requires a great expense, you should consider whether or not you should go,
not how little food you can bring to survive.

Variety and Taste


Choose a variety of colors, textures (chewy, crunchy, soft, creamy, rich) and
tastes (sweet, salty, spicy) to make appetizing meals and snacks that meet
your nutritional needs. For instance, a handful of smoked almonds (crunchy
and salty), a strip of barbecue-flavored beef jerky (chewy and salty), an
energy bar (chewy and sweet), and chocolate-covered raisins (chewy and
sweet) might all taste fine individually, but all of those choices are “brown”
and the flavors are similar. You might substitute or add another taste-texture
combination such as cheese (chewy and rich) or homemade and beautifully
colored fruit leather (chewy and sweet).
The same snacks on every day of a backpacking trip are boring, which
makes you tend to not eat all of your food. This can compromise your
nutritional needs and cause you to carry useless weight in your pack. There is
no single food that will meet all of your nutritional needs. Try to ensure that
each meal has “something special” that you will look forward to eating
and/or sharing with others.

Ease of Preparation and Cleanup


Depending on your preference, meals can be quick and require minimum
preparation, allowing maximum time on the trail, or a meal can be more
elaborate, with several courses requiring extra preparation and cleanup.
When you don’t want to spend time cooking, you need to walk all day, or
only one stove is available, one-pot meals are the best choice. Always pack at
least one “little or no effort” meal. When people are cold, tired, and hungry,
they appreciate simple, quick meals. It is also a good idea to pack a small
amount of a lightweight “bland” item, such as instant butter-flavored potato
flakes or lightly seasoned instant rice. These items are useful for situations
such as illness or extreme fatigue, for thickening stews, or for adding a few
extra calories to a meal.
If you need to get an early start, pack some breakfast flakes or instant
cereal and powdered milk handy in a plastic bag before you start your hike.
During your first break, add water to the bag, stir, and have a quick meal
before continuing. Continue with high-carbohydrate snacks every hour or so.
If you return to camp late in the day, hot soup and a dehydrated meal are
quick and easy.
On rest days, on fishing trips, or in places where wood fires can be built,
you might consider fancier meals. You could enjoy a more elaborate
breakfast such as eggs, pancakes, sausage, and biscuits. Pancakes contain no
surplus water and are efficient in the ratio of weight to calories. A day hike
could start at midmorning and you could return by midafternoon. A decadent
dinner meal could include soup, a special beverage, fresh fish, sautéed
vegetables, and dessert.
Your choice on the continuum of quick to elaborate meals may depend on
weather, water, energy levels, or other circumstances that are beyond your
control. Remember that advance preparation at home can save hours out in
the wilderness, where you will lack the conveniences of a modern kitchen.

MEALS AND SNACKS


Planning meals and snacks is an important part of backpack preparation.
Consider the following details when choosing foods: water availability,
itinerary, weather conditions, volume and weight, cost, variety and taste,
convenient preparation and clean up, and how you like to eat. Are you a
nibbler, or do you prefer to eat three traditional meals? The suggestions in
this section will help you as you plan your menu.

Breakfast
A substantial breakfast is important. It gives you much of the energy you’ll
need for the first half of your day’s activity. Generally, this meal should
consist of carbohydrates (both simple and complex) to get you going and
some protein or fat to help sustain you for several hours. A whole-grain
cereal, sweetened with berries, jelly, or a squeeze of honey, is a good choice.
Millet and quinoa are the fastest-cooking whole grains. For two servings,
presoak a cup of grain in two or three cups of cold water overnight. Bring it
to a boil in the morning and simmer for three minutes (stirring frequently).
Take the pot off the stove, cover it to hold in the steam, and let the grains
finish cooking for five minutes. Instant hash browns, instant oatmeal, and
instant grits are less nutritious, but they are easier and more convenient
options.
Cold cereal can also work well. Pack about one cup of cereal in a plastic
freezer storage bag (tougher and safer than ordinary plastic bags), adding
about one-quarter to one-third cup of powdered milk and two or three
tablespoons of nuts and/or dried fruit. You might sprinkle in a little
nutritional yeast for extra protein. Many pellet-sized cereals (such as Grape
Nuts or Ezekiel 4:9 cereal) can be eaten hot or cold. In camp simply add
water to the bag, stir, and eat. No cleanup!
Round out your morning meal with a hot or cold beverage to make sure
you are fully hydrated before starting the day’s activities.

Lunch and Snacks


Lunch may not be a “square,” sit-down meal. Instead, you may find yourself
snacking while you move along the trail on “no cook” high-carbohydrate,
low-fat foods that digest quickly. Since about half your daily food allotment
should be for lunch and snacks and therefore needs to be portable hiking food
that is not cooked in camp, coming up with a varied menu for this part of the
day can present challenges. Below are some suggestions; also see Table 6-1.
Dried foods do not spoil, pack easily, and are lightweight. These include
dried fruits and vegetables, nuts, chocolate, granola, or muesli (mixed with
powdered milk and water).
Other ideas include fresh fruits and vegetables; cheeses; sandwiches made
with whole-grain breads, bagels, or crackers; and spreads such as cream
cheese (smaller packets do not spoil if you eat them as soon as the seal is
broken), jam, honey, peanut butter products, and instant hummus powder
(mixed with a little water and olive oil). Mustard does not need to be
refrigerated, and you can even bring mayonnaise (sealed packets from fast-
food restaurants tend not to spoil).
Some foods that are traditionally refrigerated will keep for several days:
sausage, cheese, hard-boiled eggs. Foods that contain water (most fruits and
many vegetables) are heavy for their calorie content but make refreshing
treats on the first day or two of your hike. Less-perishable fruits include
apples and oranges. Vegetables that carry well include cabbage, corn,
potatoes, onions, and carrots.
GORP, which stands for “good old raisins and peanuts,” is a common trail
snack. GORP (also called “trail mix”)comes in a variety of combinations of
nuts, seeds, small crackers, dried fruits, and candies. Most prepackaged mixes
are loaded with fats. You may wish to create your own GORP combinations.
Here are some ideas:
Melba toast, animal crackers, goldfish crackers, mini pretzels, smoked
almonds, nuts (peanuts, cashews, almonds, etc.), sunflower seeds, dried fruits
(raisins, papaya, banana chips, figs, prunes, dates, etc.), candied ginger,
shredded coconut, chips, strips of roasted and salted nori seaweed sheets,
snack-type crackers, sesame sticks, pumpkin seeds, dry breakfast cereals
(cornflakes, Rice Chex, Cheerios, etc.), malt balls or other small candies,
butterscotch chips (don’t carry these in your pocket), carob chips, gummi
bears, or gourmet jelly beans.

Energy Bars and Gels


Energy bars and gels have become common trail foods. One energy bar or
two gel packets per hour (30 to 60 grams of carbohydrate) is about right.
Keep in mind that no single bar or gel supplies the wealth of nutrients found
in whole foods. These foods should be only one of the kinds of snacks you
bring, and they are not meant to take the place of regular meals. You can get
the same carbohydrate value from a banana, four graham crackers, or four fig
bars.
Energy bars. For hiking, opt for bars with no more than 8 to 10 grams of
protein and 4 or fewer grams of fat per for every 230 calories. Higher fat
content than this can slow digestion and make you feel nauseated. Also,
choose bars with 5 or fewer grams of fiber because too much fiber may also
slow digestion and may trigger the urge to defecate. Make sure to consume at
least 12 to 16 ounces of water for each bar you eat.
Energy gels typically weigh about an ounce per packet and are very
portable. Choose packets that contain 70 to 100 calories and 17 to 25 grams
of carbohydrate. Remember to drink about 8 ounces of water for each gel
packet you swallow. Since some gels contain caffeine, be careful. For some
people, these can have a laxative effect.

Dinner
Dinner should include carbohydrates, protein, and fats for your body to digest
while you sleep. This is also the time to replenish the salts and liquids you
have lost during the day. Start with a hot beverage or soup (unless it’s a warm
evening when something cool might be more refreshing).
To conserve fuel and save time, try “one-pot” meals. Choose a
carbohydrate base (angel-hair pasta or ramen noodles, rice, grains, stuffing,
instant potatoes, couscous, polenta, beans, etc.) and then build a full meal
with additional ingredients for protein (cheese, jerky, crumbled bacon,
canned or dried chicken, canned shrimp, dried vegetables), fat (butter, olive
oil, coconut oil, etc.), and flavor (dehydrated soup; taco, spaghetti, curry, or
pesto sauce mixes; onion, garlic, a sprinkle of basil, etc.). Hearty pilafs (made
with lentils, wheat, or rice) and soups (such as minestrone, multibean, beef,
barley, or chicken) are also good choices. Add cheese and crackers, biscuits,
or bread to round out any of these meals.
Mealtime is the payoff after a long day on the trail. It’s a time to share stories, company,
and good food. (Photo by Pauline Jimenez)

Add spices and seasoned mixes to enhance the flavor of many


prepackaged meals. A pinch of curry powder livens up a rice dish, and onion
flakes add a home-style touch to stews. Sprinkle a little sage and basil in the
butter or oil before cooking your freshly caught trout. Top the meal off with a
satisfying dessert (such as instant pudding, instant cheesecake, cookies, or an
easy-bake cobbler) and social gathering around a small campfire.
Remember to pack extra foods that could see you through an emergency.
Pack foods that keep well and need little or no cooking, in case you run out of
fuel. Depending on the length of the trip, your emergency supplies might
include jerky, granola bars, dried fruits, instant soups, and an additional
dehydrated prepackaged meal. Don’t pack emergency foods that are too
enticing, or you may be tempted to dig into them unnecessarily. Wrap the
food up tightly, store it in the bottom of your bag, and forget about it. You
can use the same batch of emergency food for multiple trips, as long as it
remains fresh.

Menu Planning for Groups


You can increase camaraderie and cut pack weight by forming a “cook
group” with people who will share the same menu or cook their evening meal
together. This system has less duplication of cooking equipment, and the
weight is distributed among those who will eat it. Since most backpacking
pots hold only about six cups of liquid and most stoves are made for this size
pot, cook groups of two to four people usually work quite well. For larger
groups, consider arranging a “central commissary” where two or three stoves
and several large pots serve about ten people, with cooking and cleanup
chores rotated among the members of the group.
To simplify menu planning, you can create a chart with each day’s
itinerary notes, allergy notes and modifications, meals required for each day,
number of servings, and space to list the foods for each meal (see Table 6-2,
Sample Menu). Include which meals will be eaten on the way to and from the
trailhead, whether certain meals will need to be eaten hot or cold, whether
you will be snacking on the move or stopping for a “real” meal, etc. Consider
both nutritional value and weight, and, as mentioned above, remember to
pack a little extra food for emergencies.
Meal planning also involves equipment considerations. How will you
measure the amount of water you need to cook your dinner? Do you have a
bandana or metal gripper to lift the pot when it is hot? Do you have a ladle or
clean cup so no one needs to dip dirty dishes into your pot? Remember that
three quarts of food won’t fit in a six-cup pot, and a massive kettle will not
balance on a tiny stove.

SHOPPING AND REPACKAGING


You can browse recipes, speed through a local grocery store, explore ethnic
and health-food stores, or discover new freeze-dried ingredients at some
sporting goods stores. Camping stores and mail-order catalogs (such as
Adventure Foods, AlpineAire Foods, the Baker’s Catalogue, Spices, etc.) are
good sources for dehydrated foods and meals. Once you have planned your
meals, create a list of what ingredients to buy. Check off each item as you get
it and again as you pack it for the trip.

Repackaging
Reduce weight by removing unnecessary commercial packaging. Freezedried
products are often packaged in moisture-tight foil packets that serve as good
containers for rehydrating food, so don’t repackage these.
Weigh and/or measure to decide how much food you need, what
containers will work best, and how you will organize your ingredients to
make them easily accessible. The process takes some time at home, but it will
lighten your pack, shorten preparation time in camp, and make it almost
impossible to forget anything or run out of food on the last day of a trip.
Don’t forget to label your food and include brief written instructions in case
someone else needs to take over. (If you need one cup of water for your
couscous, just write it on the plastic bag with a permanent marker pen or tuck
a simple note inside.)
If your food supply ends up too heavy, then examine each meal carefully.
Ask yourself if the portions are correct, if there is an ingredient that could be
substituted, or if a lighter container is available. Most of the containers you’ll
need are probably around the house already:
Plastic bags. Most food items can be repackaged in plastic or cloth bags.
Plastic freezer-storage bags are safest for boil-in-bag meals. Plastic bags with
twist ties are good for carrying powders (such as milk) because nothing will
catch in a zipper to make the bag hard to seal. Bags that can be vacuum-
sealed at home are also a nice option for longer trips. Plastic bags are
economical, convenient, light, and reusable, but they don’t meet every
backpacking need.
Paper. Fresh vegetables need to be kept dry and stored in paper (not
plastic). If you plan to have a campfire, you could cut paper grocery bags to
wrap some dry food items, writing weight, number of servings, and cooking
instructions on the outside. Use the paper to ignite your fire, or recycle it to
use on another trip.
Plastic wrap. To save space in a bear canister, you can compact some
foods (such as cereals and powders) into small balls and wrap them in plastic
wrap. Put the food in the center of a square of wrap, bring up the corners to
compress the food, and form a ball, pressing out as much air as you can. Then
wind the excess wrap into a small “tail,” and tape the tail securely to the
package. Write the weight and brief cooking instructions on a small file label
and attach it on the outside of the ball, opposite the “tail.” To guard against
accidental puncture, repeat the process to wrap the ball again.
Plastic bottles and jars. Dry seasonings can be packaged in pill
containers or small plastic bottles. Use wide-mouth plastic jars and other
plastic storage containers when necessary, but keep these to a minimum
because they are bulky and do not compress when empty. Thoroughly clean
plastic containers between trips to avoid fostering bacteria or absorbed odors,
flavors, and oils. Make sure that the lids are leak-proof. If the contents are a
liquid or powder, it is good insurance to enclose the container in a self-
sealing plastic bag to contain any possible leakage.
Squeeze tubes. Reusable squeeze tubes (as opposed to squeeze bottles)
are great for semiliquid or semisolid foods such as honey, peanut butter, jam,
and mustard. Squeeze tubes are filled from an open end that is later sealed
tight by a plastic clip. They can be obtained at camping supply stores and by
mail order.
Egg cartons. Plastic egg cartons come in sizes that hold as little as two
and as many as a dozen eggs. You can use one to carry fresh eggs as long as
you place it in a self-sealing plastic bag—just in case. If you plan to use fresh
eggs very early on the trip, you can break them into a plastic bottle at home
and then simply pour them out when it’s time to use them. Egg cartons can
also be used to transport delicate items such as chocolate-covered
strawberries (if the weather is mild and you eat them on the first day).

Final Organization
For the final packaging on longer trips, follow one of these suggested
methods:
Package by day—the “series” method. Group all breakfast, lunch, and
dinner foods for a given day in a stuff sack. Pack a separate bag for tea bags,
powdered beverages, spices, and other items that could be used during any
meal.
Package by common meals—the “three-bag” method. Select a
different-colored stuff sack for each type of meal—breakfast, lunch and
snacks, and dinner. You might still pack a separate sack for coffee, tea, sugar,
condiments, and seasonings that could be used during any meal.

THE WILDERNESS KITCHEN


Once you’re out in the wilderness, pretrip planning and preparation will pay
off.

Establish Your Campsite


Establish your campsite and pick a cooking area nearby. The Leave No Trace
Center for Outdoor Ethics recommends that your site be located at least 200
feet away from any water sources or established trails (see Chapter 2, “Leave
No Trace: Outdoor Ethics”). If in bear country, you should also restrict all
cooking, eating, cleaning activities, and food storage to at least 200 feet
downwind of tents.
A large, flat rock or rock ledge or a low area next to a large fallen tree
works well for setting up your wilderness kitchen. Look for a flat, wind-
protected spot for your stove. If the soil is sandy or soft or if you’re camping
on snow, you may need to put some support under your stove to steady it.

Hygiene
Remember to wash your hands before handling and cooking food. Hands are
the vehicle for one of the most common ways that illnesses are spread in the
backcountry: fecal-oral transmission. Fecal-borne pathogens get into your
system through direct contact (even if you use toilet paper, you will still have
germs on your hands), indirect contact (letting someone with contaminated
hands dip into your bag of trail mix instead of shaking it into their hand),
contact with insects that have rested on feces, and contaminated drinking
water.
The best way to reduce the risk of contamination is to wash your hands
and to use clean cooking and serving implements. The best camp soaps are
both biodegradable and germicidal (such as Klenz Gel Blue), but they are
hard to find. Many biodegradable soaps (for example, Campsuds or Dr.
Bronner’s Magic Soap) don’t kill germs, and many germicidal soaps
(including Betadine or Hibicleans) are not biodegradable. One idea is to use a
biodegradable soap and then, after your hands are dry, use a tiny amount of
antiseptic, waterless hand lotion. Never use soap directly in any water source,
and keep in mind that “biodegradable” means that the soap will eventually
decompose, not that it has zero impact.

Getting Ready to Cook


Take a moment to get organized. Find a safe, comfortable place to sit. Read
the package directions or mentally run through the steps to cook your meal so
you can decide what needs to be done first. Make sure the water you need is
handy, and locate your matches and flashlight before dark. Set out the
ingredients, instructions, pot, stove, fuel, ladle, knife, and any other
equipment you will need before you begin.
Freeze-dried and dehydrated foods. Read the instructions carefully.
These foods can be quite inedible if not properly rehydrated. Many freeze-
dried foods have a dessicant (drying agent) packet in the package—don’t
forget to take the packet out before you add the hot water! Presoaking of
some foods may take fifteen to sixty minutes, so allow enough time. Food
that has been shredded, grated, or powdered usually takes a short time; whole
chunks take longer. The higher the water temperature, the shorter the time it
takes to rehydrate the food.
High-altitude cooking always takes a few more minutes. As elevation
increases, the boiling point of water decreases due to the change of
atmospheric pressure. This means that at higher elevations, even though
water will boil more quickly, more time will be required to cook your food
because water will be at a lower temperature upon boiling (see Table 6-3).
Cooking time doubles for most boiled or simmered food at about 10,000 feet,
so remember to use a pot cozy (see “Conserving Fuel” below) and/or take
extra fuel if you will be cooking at high altitudes. Some packaged-food
instructions give cooking-time adjustments for various altitudes. For foods
that cook in twenty minutes or less at sea level, add one minute of cooking
time for each 1000 feet of elevation. For items that take more than twenty
minutes at sea level, add two minutes of cooking time for each 1000 feet of
elevation. You may want to keep notes on the cooking time of your favorite
foods for reference on future trips.

TABLE 6-3. BOILING TEMPERATURE OF WATER AT VARIOUS


ALTITUDES
Elevation Temperature
Sea level 212°F
5000 feet 203°F
10,000 feet 194°F
14,000 feet 187°F

Conserving Fuel
A fat, squat pot is the most efficient kind for conserving fuel because it
captures the most heat under your food instead of up the sides of your pot. A
one-quart pot (with a lid) or a backpacking teakettle is a good choice for a
single hiker, and a two-quart pot usually works for two or three people.
Titanium and hard-anodized aluminum are the favorite materials for light or
ultralight backpacking pots. Even if all you do is heat some water, remember
to cover your pot with a lid or aluminum foil to conserve fuel and increase
stove efficiency.
Pot cozy. For worry-free cooking, you can use a pot cozy. A cozy allows
you make many foods that you might not bring on a backpacking trip such as
uncooked rice, beans, and thick pastas. If the food you are cooking normally
requires twenty minutes of simmering, bring it to a boil and simmer for five
minutes. Then remove the pot from your stove, place it in a covered pot cozy,
and let the food “cook” for the remaining fifteen minutes. Depending on
conditions, the cozy may keep your food piping hot for up to three hours. The
pot is then insulated, so you can hold it in your hand or lap while you eat.
Pot cozies also allow you to keep your food warm while it rehydrates.
Bring your food to a boil; turn off the stove, then transfer the pot to a cozy for
ten minutes. For smaller pastas, simmer for two minutes before transferring
to the cozy.
Commercial pot cozies are available from companies such as
AntiGravityGear, or you can make your own with a 3/8-inch closed-cell foam
pad (cut up an old foam pad or buy a cheap one), two-inch-wide aluminized
furnace tape (or duct tape), and heavy-duty aluminum foil. Excellent do-it-
yourself instructions for pot cozies and bag cozies are available on the
Brasslight Backpacking Stove website (see “Resources” in the appendix).

HOW NOT TO DIRTY A POT


Most lightweight backpackers don’t do “fancy” cooking, but they can still eat
well. With hot water, a plastic freezer-storage bag (tougher and safer to use
than ordinary plastic bags), and a bag cozy, you can reconstitute dried and
freeze-dried meals and make hot beverages, soups, and hot cereal—all
without dirtying a pot.

Figure 6-1. A titanium pot (with easy-grip handles), bag cozy, and long-handled spoon are
fuel-efficient kitchen equipment. Note the burned spot on the lid. Never melt snow without
any water in the pot! (Photo by Pauline Jimenez)

Making a Bag Cozy


A bag cozy is an insulated envelope that fits around your plastic freezer-
storage bag. You can buy postal envelopes made with bubble insulation.
These are cheap, come in different thicknesses for different sizes, and are
easy to cut if you decide to customize them.
You can also make bag cozies with foil bubble insulation (polyethylene
bubble wrap sandwiched between two sheets of aluminum—available at most
hardware stores) and reflective foil tape. Another material choice is a cheap
car windshield shade and clear two-inch-wide mailing tape.
Using household scissors, cut two pieces of insulation about a half inch
wider than the freezer bag you plan to use. One piece should be about a half
inch longer than the freezer bag, and the second piece should be about four
inches longer. Evenly stack the shorter piece of insulation on top of the
longer piece, matching the bottom and sides. Cut three lengths of tape to join
the sides and bottom together, forming an insulated envelope. Cut off any
excess tape around the edges, and tuck the longer edge inside the envelope to
close it (or add some adhesive Velcro dots to the inside of the flap and
outside of the envelope to keep the cozy closed).

Bag Cozy Cooking


To cook your meal with a bag cozy, here is all you need to do:
1. Bring your water to a boil in a cookpot (usually about a cup of water
for every cup of dry uncooked food).
2. Open your freezer-storage bag of food and slide it into the bag cozy.
3. Pour the boiling water into your cup to measure it, and then pour the
water into your freezer-storage bag of food. (Always measure first to
avoid painful burns, adding too much water, or melting the bag by
touching it with a hot metal pot.) Stir the food with a long-handled
spoon to mix it well with the water; don’t use a spork (spoon-fork) or
a fork, which could puncture the bag. Carefully move air out of the
bag and seal it tightly.
4. Let your food “cook” in the cozy for five to fifteen minutes. (Freeze-
dried meat and slower-cooking grains such as dry elbow macaroni will
take about fifteen minutes). Then carefully open the bag (watch out for
hot steam), stir, and eat. The bag is your bowl!
You can adapt many one-pot meals for bag-cozy cooking. Fast-cooking
ingredients that work well include ramen noodles, angel hair pasta, instant
rice, couscous, instant refried bean flakes, dried flaked tomatoes, dried
minced onions, instant soup mixes, gravy packets, stuffing mixes, meat
pouches, etc. Here are some suggestions for single-serving portions:
Freeze-dried meat: ½ cup (2 ounces)
Pasta: 2 to 4 ounces (use two or three parts water; pasta should tumble
freely as it boils)
Rice or grains: ⅓ cup (use two parts water for rice; other grains require
two or three parts; cornmeal requires four parts)
Dried vegetables: ½ cup

CAMPFIRE COOKING
Sitting around a warm, crackling campfire can inspire treasured memories. If
you are camping in an area that has designated fire pits, you can make
wonderful food with a humble, no-impact fire. Traditional foods to enjoy
include wieners on a stick, popcorn, s’mores, and grilled steaks.
Before you start, gently clear nearby fallen leaves and/or pine needles,
have a shovel handy to stir the glowing embers, and make sure water is
available to help extinguish the fire. Do not cut down trees or break off
branches to use as firewood. (For more information on responsible Leave No
Trace techniques, see Chapter 2, “Leave No Trace: Outdoor Ethics.”)
Never leave your fire unattended. Make sure it is completely extinguished
by dousing it with water or dirt and, if it is not in a fire pit, scattering the
ashes carefully. Make sure your campsite is not a source for noise pollution,
and always leave your campsite cleaner than you found it.

DUTCH OVEN COOKING


Dutch ovens are large kettles that European settlers used for hearth cooking,
and pioneers used them on long wagon-train journeys. Today’s Dutch ovens
are still used at campfires and barbecues. You can use a Dutch oven to
provide a variety of meals for small groups, such as roasts, stews, soups,
biscuits, steamed vegetables, coffee cakes, and gooey fruit cobblers with
crusty tops. Although the preferred use of the oven is for baking, you can also
pan-fry, broil, or deep-fry foods. If you do a lot of outdoor cooking in a
camping environment, a Dutch oven is one of the most versatile pieces of
kitchen equipment you can own.

Dutch Oven Equipment


The most versatile size for a group of six to ten people is a 10-inch to 12-inch
(six-quart) Dutch oven, made of either cast iron or aluminum. It should have
legs that are at least 1½ inches high, and the lid should have a lip that seals
well. You will also need a metal lid lifter, hot pot pliers to grip the oven lid, a
metal shovel to stir the coals and lift them out of the fire pit to the oven, and
thick welder’s gloves to protect your hands and forearms when handling the
coals, removing the lid, or holding onto the bail handle while moving the hot
Dutch oven.
Charcoal briquettes, rather than wood or twig fires, are easier for
beginners to use while getting the feel of using a Dutch oven. You can
purchase a chimney-style coal starter or start the briquettes at the edge of
your campfire. If you are in an area where the soil is too moist or the ground
will be scarred by hot coals, use a metal coal tray large enough to support the
base of your oven. Setting the oven legs on a tray or brick surface protects the
cooking site, preserves your briquettes, and prevents direct contact with the
coals under the oven as a result of settling.

Cooking Temperatures
To prevent charred food, keep the coals from touching the sides or bottom of
the oven, and avoid stacking your food so high that it touches the inside of
the lid. Here are some cooking guidelines:
• Roasting: heat should come from the top and bottom equally (coals
should be placed under the oven and on the top of the lid at a 1:1
ratio).
• Baking: use a 3:1 ratio with most of the coals on the lid.
• Stewing and simmering: use a 4:1 ratio with most of the coals
underneath.
• Frying and boiling: place all of the coals under the oven.
Allow twenty or thirty minutes for the coals to burn before lifting them to
the oven with tongs that are at least a foot long or with a metal shovel. Each
charcoal briquette provides about 25 degrees F (see Table 6-4). That means
twenty briquettes will give you about 500 degrees F, sixteen briquettes gives
400 degrees F, etc. Temperatures are approximate because charcoal varies in
heating quality, and high winds will make them burn faster. In a high wind or
in rain, use a windscreen made from heavy-duty aluminum foil or sheet
metal.
Avoid raising the lid while baking because heat will be quickly lost. When
you do raise the lid, do it slowly to avoid burns and carefully to prevent ash
from falling into your food.
For every fifteen minutes of cooking time, rotate the oven one-quarter turn
over the coals, and also rotate the lid one-quarter turn relative to the base (to
keep the heat in, try to avoid lifting the lid completely from the oven).
Add new briquettes as older ones begin to burn down and deplete.

Cleaning Your Dutch Oven


To clean your Dutch oven, place some clean warm water in it and heat until it
is almost boiling. Do not use soap. Using a plastic mesh scrubber or a coarse
sponge, gently break loose any stuck on food and wipe the pot clean. Allow
the oven to air dry, then heat it until it is just hot to the touch. Apply a thin
coating of oil to the inside of the oven and the underside of the lid, allowing
the oven to cool completely.
Good Rules to Remember about Cast Iron
Never allow cast iron to sit in water or allow water to stand in or on it. Never
use soap on cast iron. Do not place an empty cast iron pan or oven over a hot
fire because it will crack and warp, ruining the pot. Also, never pour cold
liquids into a very hot cast iron pan or oven because the temperature
difference will instantly crack it.
CLEANING UP
Cleaning up after a meal should be done immediately to discourage growth of
bacteria and unwelcome pests (raccoons, skunks, mice, and even bears).
Dried-on food is usually much harder to clean. For some foods, a simple rinse
in hot water is sufficient. For meats, greasy foods, or foods that stick to
cookware, a squirt of some biodegradable soap is recommended in your
biggest pot of warm water. If you don’t have a cloth or sponge to scrub with,
try using sand. Finish with a clean rinse.
Water used for washing should be scattered well away from camp, among
stones or by a bush, and at least 200 feet from any water source. As you
dump the water, it is a good idea to strain it to catch any small, loose food
particles. Pack these out to minimize environmental impacts.

Waste Disposal
Disposing of food waste is a simple matter—pack it out. Most packaging and
paper trash degrades very slowly, and food garbage can take months or years
to rot away. Keep your camp clean and free of garbage scraps to discourage
animal visitors. Trash and food garbage in or near a camp is unsightly,
habituates unwelcome or dangerous animals, and trains them to become camp
thieves.
A cute but unwelcome camp guest: a golden mantled ground squirrel (Photo by Richard
Belesky)

SAFE FOOD STORAGE


It may be impossible to stop hungry critters from visiting your campsite at
night. To accommodate them in a way that is safe for both them and you
(some human foods may be tasty but harmful to animals), remove all food
from your backpack. An animal that wants access to a pocket that smells of
food may simply chew or tear into it, so leave everything unzipped for
curious noses.
Remove all food away from your pack to a safe place. To protect against
the usual bandits such as rodents and raccoons, you may store your food in a
protective container. In bear country, always store your food in protective
bear canisters or use bear lockers if they’re provided in camp. Never store or
leave any food in your tent.

TRAIL FEASTS
Napoleon is reported to have said, “An army travels on its stomach,” and the
same is true for hikers and backpackers. With today’s menu choices and
variety of kitchen equipment, “eating out” in the wilderness has never been
more fun. Now that you know about how to choose tasty, nutritious food,
have some ideas about what foods work best under different conditions, and
know how to pack your food and how to cook it, it is time for some delicious
experiments. Bon appétit!

Who cares if I’m late for dinner?! (Photo by Jerry Schad)


Finding Your Way: Wilderness
Navigation
Nelson Copp, Ted Young, and Bill Edwards

Many people are seeking more remote trails and cross-country routes without
a good command of the navigation techniques and skills that make such
outings safer, more predictable, and more rewarding. Navigation skills
require relatively little in the way of equipment. Navigation is primarily a
mental effort that keeps a person constantly aware of position, direction, and
speed of travel. Like the mental effort required in driving an automobile, it
requires plenty of practice but gets easier with time.
In normal life, you’re continually faced with challenges of navigating.
You’re probably quite accustomed to using navigation tools and cues such as
road maps, street signs, and verbal directions. Wilderness navigation is
simply an extension of the same routefinding skills you use in the urban
world. Instead of road maps and signposts, you use a topographic map, a
compass, the physical features of the land, and possibly a Global Positioning
System (GPS) receiver.
Since landmarks indicating precise locations are not always visible in the
wilderness and you won’t necessarily be meeting other travelers very often,
you have to get used to being a little uncertain about your exact position from
time to time. This does not mean you’ll be “lost” but, rather, somewhere in
transit between one known position and the next. The more you practice
reading the lay of the land, the more comfortable you’ll be in the wilderness.

MAPS
Most maps, and all topographic maps (or topos), are printed with the
direction of true north toward the top of the map. Topographic maps are
almost always best for wilderness navigation purposes. These maps are
drawn to scale with a unique feature: contour lines indicating elevations
above (or in some cases below) sea level. Topo maps also show bodies of
water and watercourses, vegetation types, named geographical points of
interest such as mountain peaks, and human-made features. A skilled user of
a topo map is able to visualize the topography (shape of the land) by carefully
studying the patterns made by the contour lines.
Figure 7-1. Some symbols used on USGS maps

Topo maps published by the US Geological Survey (USGS) can be


purchased at backpacking and map stores or directly from the USGS. They
can be printed or photocopied without violating copyright laws. Private
publishers often use USGS maps as a base and update the human-made
features, such as roads and trails. Distance scales at the bottom of the map
allow you to measure a distance on the map directly in feet, miles, meters,
and kilometers. In cases where a route spans several maps, the names of
adjoining maps (usually eight of them) can be found on the sides, corners,
and bottom of the map or in a small icon at the bottom of the map.
Other maps, such as road maps or trail maps without contour lines, may be
of some use for navigation as long as they are drawn to scale. Also useful to
some degree are shaded relief maps, giving some rough indication of the
topography.

The locations of most benchmarks (survey markers) are shown on topographic maps. A
USGS benchmark at the summit of Clouds Rest in Yosemite. (Photo by Richard Belesky)

Map Scales
USGS topo maps come in two scales: the more detailed 7.5-minute scale
(1:24,000) in which one inch on the map equals about 2000 feet, or one
centimeter equals 240 meters, and 15-minute scale (1:62,500) in which one
inch on the map equals about one mile, or one centimeter equals 625 meters.
It takes four 7.5-minute maps to cover the same area shown on one 15-minute
map.
These “minutes” refer not to time, but to distance in latitude and longitude.
One minute of latitude (latitude is the top-to-bottom direction of your map) is
a little more than a mile, so the 7½ minutes covered on your map is a little
more than 8.5 miles. Longitude (that’s side-to-side on your map) varies with
how close you are to the equator and poles, so your map would be nearly
square at the equator and narrower the closer you get to one of the poles.
USGS topo maps are called quadrangles—they have four angles but vary in
shape.

Map Symbols and Contours


Figure 7-1 provides a close look at the symbols appearing on USGS topo
maps. There are four classes of map symbols:
• point: single-location features such as buildings, springs, benchmarks,
mines, etc.
• line: continuous features such as rivers, highways, trails, railroads,
powerlines, boundaries, etc.
• surface: large single-location features such as lakes, glaciers, forests,
marshes, etc.
• contour: see the following pages.
Contour lines, typically printed in brown ink on topo maps, are imaginary
lines of constant (unchanging) elevation. If you could actually see these lines
on the ground, they would curve around the terrain but always remain level.
The elevation difference between adjacent contour lines on the map is
called the contour interval. The contour interval is listed at the bottom of the
map. Depending on the type of terrain and the scale of the map, the contour
interval can vary from 20 to 200 feet, or 5 to 40 meters. A map with a contour
interval greater than 80 feet or 20 meters is generally not very useful for
critical navigation. Some contour lines are drawn thicker than others and are
labeled with the elevation. These are called index contour lines.
Visualizing the terrain represented on a topo map involves understanding
the patterns of the contour lines. Figure 7-2 shows several types of terrain and
their corresponding contours.
Although topo maps reflect a great deal of information about the terrain, it
is impossible to show every detail. Certain features too small to be detected
in the pattern of contour lines may still be insurmountable to the traveler. For
example, on a map with a contour interval of 80 feet, a cliff or waterfall 60
feet high may not be shown at all if it happens to fall between contour lines.
On a map with 40-foot contours, cross-country travel over a gently sloping
hillside may appear simple, but it really will not be so if the slope is strewn
with 20- or 30-foot-high boulders.
Figure 7-2. Two- and three-dimensional representations of various landscape features: A,
peak; B, ridgeline; C, saddle; D, cliff face; E, valley; F, complex terrain
Additionally, a vegetation pattern indicating forest may represent anything
from scattered trees to a dense redwood forest. The pattern indicating scrub
vegetation could mean scattered bushes or impenetrable chaparral. A desert
wash could be filled with anything from sand to boulders. Streams indicated
by a thin blue line could be 1 foot wide or 50 feet wide.
The topo map allows you to plan your route before you arrive on the scene. Once you are
there, you can refine your path, identify spots to visit, locate the landmarks in the field for
triangulation, highlight easy or difficult terrain, and estimate your travel time. This terrain
photograph shows the Sierras’ Seven Gables Peak in the distance; Little Bear Lake is in
the foreground. (Photo by Ted Young)

Therefore, it is important to pay attention to all the information a topo


provides. Always take note of a map’s publication date and the information in
fine print at the bottom of the map. Significant changes may have occurred
since then. Landslides or simple neglect may have obliterated roads and
trails; buildings may be reduced to nothing but half-buried foundations;
vegetation may have changed as a result of a fire, logging activity, or urban
development; flooding may have rerouted streams or carved new
watercourses; timber may have been blown down by a windstorm; and even
ephemeral occurrences such as high water or recently fallen deep snow may
block your path. Given these unpredictable changes, it is always important to
consider a backup route in case unplanned obstacles prevent you from
traveling on your intended course.
One method to help fill in the details and get yet another view of the
terrain and vegetation is to look up the area on Google Maps (see
“Resources” in the appendix).

Finding Where You Are on the Map


A map alone may be all you need to determine your location and plot your
course. This works particularly well when distinct features such as roads and
trail junctions, peaks, saddles, lakes, or uniquely shaped topographic features
are within view. However, the map alone might not be effective in limited
visibility or ambiguous topography. In those cases, a compass or GPS
receiver is often necessary as well.

Figure 7-3. Locating your position by map alone

Finding where you are on the map begins with aligning the map until the
features are in the same relative position on the map as they are in the view
around you; with this accomplished, you can now begin to determine your
exact location on the map.
For example, if you recognize a peak in front of you and a known river
junction just below on your left, the map should be rotated and aligned so that
when it is held between you and the peak on the horizon, the peak on the map
lies in front of you, while the river junction on the map appears to the left but
closer than the peak (see Figure 7-3). Then find the spot on the map where
the river junction is at the same angle to the left of the peak as is the river
junction in your view. That’s your approximate location.
To further confirm your position, look for other nearby distinctive
features. Are you standing on top of a ridge, somewhere along a slope, or in a
valley? Is there a meadow or a lake in view? Are you in a forest area or in
brush? Are there any other high points, cliffs, or gorges around you that may
help to confirm your position? Can you see a bend in the stream and find that
bend on the map?

Navigation Using the Map


Once you have found where you are, mark your position on the map. Select a
possible route to your destination based on the elevation gain, difficulty of
terrain, abilities of your group, and what you can see in front of you. Draw
your intended route on the map. Then, as you travel, keep the map within
easy reach to mark the progress along the route so that you can keep yourself
located. Write observation notes and revise your route until you reach your
destination. You may want to enclose your map in a resealable plastic bag to
protect it from rain, perspiration, and abrasion.

COMPASS
The compass has developed over many centuries from a simple direction
finder to a sophisticated tool. In most modern versions used for land
navigation, the compass needle (a bar-shaped small magnet) turns freely
while suspended in a bearing ring filled with a clear liquid.
There are many different types of compasses, but for land navigation, you
should use an orienteering compass like the one shown in Figure 7-4. The
bearing ring rotates on a base plate. The perimeter of the bearing ring is
inscribed with abbreviations for the cardinal directions (N, E, S, and W for
north, east, south, and west) and a 360-degree scale, typically in 2-degree
increments starting at 0 (north) and increasing in a clockwise direction. Inside
the bearing ring is an orienting arrow (some compasses have other markings
used to orient the needle) and the magnetic compass needle. The north-
pointing end of the needle is usually painted red (it is shown in black in all
diagrams in this chapter, except Figure 7-4), and there’s a prominent arrow
on the base plate that is used to indicate the direction of travel. On some
compasses, the direction-of-travel arrow is labeled Read Bearing Here.

Figure 7-4. Parts of an orienteering compass (Photo by Bill Edwards)

In some compasses, the needle’s north end is coated with phosphorescent


paint, allowing readings to be made at night. Most compass base plates
include a small ruler in inches or centimeters to facilitate measuring distance
on maps and have a 1:24,000 scale for measuring distance directly on a 7.5-
minute map. Features shown in the illustration are explained later in this
chapter.

Magnetic Declination
True north is the direction toward the geographic North Pole—the north end
of the earth’s spin axis. Magnetic north is the direction toward the magnetic
North Pole, which is located some distance away from the geographic North
Pole. For most places on earth, there’s a correction called magnetic
declination that indicates the number of degrees of difference between true
north and magnetic north. For the continental United States, magnetic
declinations range from about 20 degrees east to 22 degrees west.

Adjusting Declination Compass


Some compasses include a feature to automatically correct for declination.
This type of compass is called an adjusting declination compass (ADC). This
compass includes a declination adjustment scale and adjusted declination
indicator inside the bearing ring (see Figure 7-4 above). In keeping with the
model portrayed in this book, our instruction focuses on the ADC, which this
book simply calls “the compass.” Non-ADC notes follow in parentheses.

Navigation by Compass
Basic compass skills involve setting, taking, and following bearings. A
compass bearing is simply the angle, as measured by your compass, between
the direction of true north (magnetic north if using a non-ADC) and the
direction of an object or destination. An angle is formed when two lines start
at one point and go out in different directions. The number of degrees of the
angle (and bearing) is read at the bearing pointer, which is at the end of the
direction-of-travel arrow.
Figure 7-5. This is the angle that you are measuring with your compass: A, in the field; B,
on the map. The angle (and bearing) is 60 degrees.

Setting a Bearing
Let’s say some friends tell you that their favorite fishing hole is on a true
north bearing of 60 degrees (or a magnetic bearing of 40 degrees if using a
non-ADC) from a certain parking area. (The 20-degree difference is the
declination in the area. Since declination is the number of degrees of
difference between true north and magnetic north, the two compasses will
read 20 degrees different if one has had the declination adjusted.) Without a
compass, you might have only a vague idea of which direction to hike after
you park your car. But if you set a bearing of 60 degrees on your compass,
you can simply follow the compass’s direction-of-travel arrow to head in the
right direction.
To set that 60-degree bearing, hold the compass flat in the palm of your
hand and turn the bearing ring until the 60-degree mark (40-degree mark if
using a non-ADC) lines up with the direction-of-travel arrow on the base
plate (see Figure 7-6).
Figure 7-6. Setting a bearing

Now turn both yourself and the compass (Don’t move that bearing ring
again! You just set it!) until the north end of the magnetic needle lines up
with the orienting arrow in the bearing ring. Your compass is now oriented to
true north (magnetic north if using a non-ADC), the direction-of-travel arrow
is pointing toward the fishing hole, and you are facing in the direction you
want to go!
Orient means to turn toward a specified direction. Orienting your compass
can also be called trapping the needle or boxing the needle. Because the north
end of the needle is often painted red, and because the orienting arrow looks
like a tall, thin house, some people even call this “putting red in the shed”!
Remember that when the magnetic needle is used, the orienting arrow is
always used with it.
Be aware that nearby metallic objects, such as mechanical pencils or pens,
a magnet on a water bladder hose, a pack frame, a metal watch or ring, or a
car can affect the pointing accuracy of a compass needle. Always take
compass measurements away from these kinds of objects.

Taking a Bearing
Taking a bearing is the opposite of setting a bearing. In setting a bearing,
your friends told you what the bearing was, so you already know it. In taking
a bearing, you don’t yet know what the bearing is, and you use your compass
to find (“take”)it.
For example, let’s say your goal is to reach a peak visible in the distance.
You can see a good route straight ahead, but you realize that much of the
time you’ll be hiking in a forest where your view of the peak will be
obscured. You need to take a bearing on the peak so you can refer to that
bearing to maintain a correct course at times when you can’t see the peak.
To take a bearing, hold the compass in your hand in front of you with the
direction-of-travel arrow pointing toward the peak (see Figure 7-7). Keep the
compass level. With the direction-of-travel arrow fixed on the peak, turn the
bearing ring until the orienting arrow lines up with the north end of the
magnetic needle. This is called taking a bearing. You are taking a
measurement of the angle between true north (or magnetic north using a non-
ADC) and the peak (the direction indicated by the direction-of-travel arrow).
Review Figure 7-5A.
Figure 7-7. Taking a bearing: The north end of the magnetic needle, shown in black in most
diagrams in this chapter, might be painted red on your compass.

As you walk through the forest, keep the compass oriented (keep the north
end of the needle lined up with the orienting arrow), and the direction-of-
travel arrow will be pointing your way. Refer to your compass often to
maintain your course. The degree reading (number of degrees) of the bearing
is not really important, as long as you don’t rotate the bearing ring and lose
that number. Still, it’s a good idea to memorize or jot down the degree
reading in case your bearing ring is accidentally reset.

Using Intermediate Points to Follow a Bearing


In the previous example, you took a bearing on a peak. You’re now ready to
start hiking through the forest toward that peak. Since the bearing is already
set on your compass, all you have to do is hike in that direction. But how
easily can you follow this bearing? What happens if you must skirt obstacles
like a pond or large boulders? To answer these questions, use intermediate
points.
Figure 7-8. Using an intermediate point to follow a bearing

Before you start hiking, orient your compass. An imaginary line extends
along the direction-of-travel arrow from where you are to the peak.
Now look along that line for an object in the near distance that is between
you and the peak, such as a distinctive tree or a pile of rocks. This is your
first intermediate point (see Figure 7-8). Walk toward it without losing sight
of it. Moving a little to the left or right to avoid obstacles will not make you
lose your original line. Just keep heading toward the intermediate point. You
should not have to check your compass again until you reach it. Intermediate
points keep you from having to look at your compass all the time.
Let’s assume that at the first intermediate point, just as you’d thought, you
can’t see the peak. Which way do you go now? Easy—just orient your
compass and look along the direction-of-travel arrow. Pick out a second
intermediate point on that line. Continue leapfrogging in this manner until
you reach the peak.
Back Sighting
You may lose sight of your intermediate point. To make sure you are still on
the right line, you can use the technique of back sighting to find the previous
intermediate point if it is still visible.
Turn around and orient your compass backward by aligning the south
(black) end of the needle with the north (red) end of the orienting arrow
(since you have turned around and are now looking backward). Now the
direction-of-travel arrow points back toward the previous intermediate point.
If the direction-of-travel arrow points off to one side of the previous
intermediate point, move in a direction either left or right until it does point
directly to it. Now you are on the correct line again, so turn around, orient
your compass the regular way with the north (red) end of the magnetic needle
in the north (red) end of the orienting arrow, and follow the direction-of-
travel arrow to the intermediate point you lost sight of.
It’s a good policy to back sight often to make sure you stay on course. It
also helps you to recognize the terrain for the trip back if you plan to return
using the same route.

Back Bearings
Let’s say you’ve spent an enjoyable hour on the summit, and now you want
to return to your car. How do you find your way back? There are two
methods you can use.
The first method is to do exactly what you just did with back sighting:
orient the compass backward, and walk with the south end of the needle lined
up with the north end of the orienting arrow, following the direction-of-travel
arrow.
The second method is to determine the number that is 180 degrees from
your original bearing (halfway around your compass’s 360-degreee scale),
since your return bearing will be the opposite direction, or 180 degrees, from
your original bearing.
If your original bearing is less than 180 degrees, then add 180 degrees to
it. If your original bearing is more than 180 degrees, then subtract 180
degrees from it. Set this new bearing, orient your compass, and start the
journey back (see Figure 7-9).
Figure 7-9. Back bearings: left, the original bearing of 40 degrees; right, 180 degrees has
been added to the original bearing of 40 degrees to produce a back bearing of 220
degrees, the compass has been turned around, and the compass direction-of-travel arrow is
now facing the car.

Navigating around Obstacles


When using intermediate points, you will sometimes encounter obstacles that
you can’t cross or don’t want to climb over or that block your view ahead.
You could just walk around them, but you should be aware that you might
not be able to find your original line again. (What is the difference between
bearing and line? A street has the same bearing as the street next to it, but it
is on a different line—that is, the street goes in the same direction but is in a
different place.)
One solution to this dilemma is to navigate on a right-angle course around
the obstacle. Let’s say it’s a hill (see Figure 7-10). First determine whether
going to the left or the right of the hill will be easier. Okay, the right looks
easier. Orient the compass and face your original bearing. Notice that the rear
and front ends of the compass base plate are perpendicular to your original
bearing. This will be your new direction. Keeping the compass oriented, sight
across either end of the compass, instead of down the middle like you
normally do, and pick out an intermediate point on that line. Start walking in
this new perpendicular direction as far as you need to go to clear the obstacle,
counting your paces as you walk.
Figure 7-10. Navigating a right-angle course around an obstacle

Let’s say you have to walk 100 paces to the right, and now you have a
clear shot past the hill. Turn left. Orient the compass again and look down the
direction-of-travel arrow. This will be the same direction as your original
bearing. Find an intermediate point so you don’t have to keep your eyes on
the compass, and walk until you are past the hill (any distance—you don’t
have to keep track). Then sight across either end of your compass to the left
(to go back toward your original line), find an intermediate point so you don’t
have to keep looking at your compass all the time, and follow a course 100
paces back to your original line. Turn right. Orient your compass, find an
intermediate point, and head off again toward the peak!

An Exercise in Compass Navigation: Following a Circuit


This circuit exercise gives you and your friends some practical experience in
taking and following bearings.
First, find a rather large, open outdoor area with at least a few obstacles
(see Figure 7-11). Pick out five or ten points on the landscape that can be
linked together in a more-or-less circular course. It’s more interesting if some
of the points can’t be seen from the starting point.
Number and describe the points on a sketch map and give everyone a
copy. The object is to take bearings on each successive point and to navigate
to each successive point using compass techniques. Each participant should
record the measured bearing on each leg of the circuit. After completing the
circuit, the participants can compare their bearings and discuss any wins,
problems, or discoveries.

Figure 7-11. Circuit exercise

NAVIGATION BY MAP AND COMPASS


To review, you have learned that magnetic declination indicates the number
of degrees of difference between true north and magnetic north. Maps use
true north, and compasses use magnetic north.
Magnetic Declination
If you are using a compass merely as a direction finder independent of a map,
magnetic declination is not relevant because the declination difference will
never have to be corrected. However, when you are using a map and a
nonadjusting declination compass together, any declination exceeding one or
two degrees should be taken into account. In short, to stay found and find
your way in the wilderness, you need to know how to correct for magnetic
declination if you are not using an adjusting declination compass (ADC) that
does the adjusting for you. If you are using an ADC, you can skip this next
section and go to “Determining the Declination of Your Map Area.”

Correcting for Declination with a Non-ADC


To make true north and magnetic north equal in degrees, you need to either
subtract or add the declination each time you go from map to field or from
field to map. (Field means the physical world, as though you’re outside in a
field, where you use the compass’s magnetic needle. Map means a paper map
—it’s not magnetic, so you don’t use the compass’s needle with the map.)
Whether you add or subtract depends on:
(a) whether you have an east or a west declination and
(b) whether you are converting a map bearing to a compass bearing
(going from the map to the field) or converting a compass bearing to a map
bearing (going from the field to the map).
To help remember whether to add or subtract the declination on your
compass, Table 7-1 and the following examples may be helpful. This
mnemonic rhyme may also help you remember: From map to field, correct
the yield! East is least, and west is best.

TABLE 7-1. CORRECTING FOR DECLINATION WITH A 15-DEGREE


DECLINATION AND A 95-DEGREE BEARING
Direction of Declination Map to Field Field to Map
East
East is least = subtract 95° subtract 15° = 80° 95° add 15° = 110°
West
West is best = add 95° add 15° = 110° 95° subtract 15° = 80°

Map to field. Here is an example of going from the map to the field: Your
declination is 15 degrees east. You want to hike to a small lake you see on the
map. You take a bearing on the lake from the map (you’ll learn how in
“Taking a Bearing off a Map and Using It in the Field,” later in this chapter)
and you get 95 degrees. You want to use that bearing to find the lake out in
the field.
Start with your map bearing of 95 degrees and subtract (east is least) 15
degrees, which gives you 80 degrees, then set that on your compass. Pick up
the compass from the map, orient your compass (rotate your body and
compass together until the north end of the magnetic needle lines up with the
orienting arrow) and follow your direction-of-travel arrow to the lake.
If your declination is 15 degrees west instead, you would add. You want
to hike to a small lake you see on the map. You take a bearing on the lake
from the map (you’ll learn how below) and you get 95 degrees. You want to
use that bearing to find the lake out in the field. Start with your map bearing
of 95 degrees and add (west is best) 15 degrees, which gives you 110
degrees, then set that on your compass. Pick up the compass from the map,
orient your compass (rotate your body and compass together until the north
end of the magnetic needle lines up with the orienting arrow) and follow your
direction-of-travel arrow to the lake.
Field to map. Here is an example of going from the field to the map. Let’s
suppose you have just taken a bearing on a peak, and you want to put that
bearing as a line onto the map. You are going from the field to the map, so
you do the opposite of what you did when you went from the map to the field.
If your declination is east, now you add. If your declination is west, now you
subtract.

Determining the Declination of Your Map Area


You need to know the magnetic declination for the area you are considering.
On topographic maps, magnetic declination is usually indicated by a symbol
at the bottom left. The symbol includes a vertical line pointing toward a star
representing true north and an arrow labeled “MN”(for magnetic north),
indicating magnetic declination. The angles portrayed are not intended to
indicate the actual angle but only the direction of change. + Only the written
degrees indicate the actual declination. More recently updated topos have a
written description of the declination instead. Figure 7-12 shows a magnetic
declination of 15 degrees east of true north.
Magnetic declination is constantly changing. Although this change is
typically only one or two degrees over a period of years, check the map date
to make sure your data is less than about ten years old. Declination
calculators for any area can be found online (see “Resources” in the
appendix).
If declination calculators provide fractions of a degree, round off the
number to the nearest degree. For example, 11 degrees 21 minutes rounds off
to 11 degrees; 11 degrees 57 minutes rounds off to 12 degrees. (Minutes are
of a degree.)

Figure 7-12. Topographic declination icon: The icon depicts variation between true and
magnetic north on a topo map. It includes a vertical line pointing toward a star
representing true north and an arrow labeled “MN” indicating magnetic declination. The
declination shown is 15 degrees east of true north. West declination would be shown to the
left of the true-north line.

Adjusting the Declination of an ADC


Adjusting the compass declination of an ADC is typically very simple and,
once done for a given area, needs no further change. Figure 7-13 shows a
Suunto Model M-2 compass face down, with the declination adjusted to 12
degrees east; the adjusting set screw is shown by arrow A, and the adjusted
declination indicator is shown by arrow B. Other ADCs have different parts
and adjustments, so consult the directions that come with your particular
ADC.
Figure 7-13. Looking at the back side of an ADC: the declination has been adjusted to 12
degrees east; A is the adjusting set screw, and B is the adjusted declination indicator.
(Photo by Bill Edwards)

UTM Grid Lines for Use with the Compass


The UTM grid is a system that uses a grid of 1000-meter squares to easily
and accurately specify places on the map. The north-south lines of this grid
are also very convenient to use to align a compass to true north when using
the compass and map together. The grid is recognizable on a 1:24,000 topo
map as solid black lines spaced approximately 15/s inch (42 mm) apart. These
lines are often printed on a topo map, and if they are not printed, they can be
added by the user. The UTM grid is covered in more detail later in this
chapter.

Orienting the Map


Once you know the declination for your map (and have set the declination on
an ADC), orient your map to north so that when you look around, the map
and the ground features will match. Note: The only time you use the magnetic
needle on the map is when you are orienting the map.
Orienting the map with an ADC. First place your map on a flat spot.
Orient it roughly by looking at the features around you and turning the map
to match these features.
Then set north on your compass: turn the ADC’s bearing ring to line up its
N (north) mark with the bearing pointer on the base plate. Place the long edge
of the base plate along the left or right border of the map, with north pointing
toward the top of the map. Don’t use any vertical lines drawn inside the map
area except the UTM grid, since other lines may represent roads or
boundaries that may not go precisely north and south.
Rotate the map and compass together until the north end of the magnetic
needle lines up with the orienting arrow (see Figure 7-14A). Make certain
that the north end (not the south end) of the magnetic needle lines up with the
orienting arrow.
Figure 7-14. Orienting the map to north: A, the ADC is used to orient the map; note that
the orienting arrow is adjusted to point to the declination of 15 degrees east. B, a non-ADC
is used to orient the map; note that the declination adjustment is made by pointing the
magnetic needle to the declination of 15 degrees east.

Your map is now oriented to true north, and its orientation is also correct
relative to the landscape around you.
Orienting the map with a non-ADC. First place your map on a flat spot.
Orient it roughly by looking at the features around you and turning the map
to match these features.
Then set north on your compass: turn the bearing ring to line up its N
(north) mark with the bearing pointer on the base plate. Place the long edge
of the base plate along the left or right border of the map, with north pointing
toward the top of the map. Don’t use any vertical lines drawn inside the map
area except the UTM grid, since other lines may represent roads or
boundaries that may not go precisely north and south. (So far both orienting
methods are identical.)
Rotate the map and compass together until the north end of the magnetic
needle points to the number of degrees on the bearing ring that matches your
declination (see Figure 7-14B). You don’t have to add or subtract because
that is what you are doing when you match the north end of the magnetic
needle to the declination. Make certain that the north end (not the south end)
of the magnetic needle points to the number of degrees on the bearing ring
that matches your declination. Your map is now oriented to true north, and its
orientation is also correct relative to the landscape around you.

Taking a Bearing off a Map and Using It in the Field


Let’s assume you want to hike to a small lake you see on the map (see Figure
7-15). You’ll need to take a bearing on a line between two points—your
present position and the lake—then follow that bearing to the lake. Here’s
what to do:
Figure 7-15. Taking a bearing (map to field): A, using an ADC and the north-south UTM
grid lines to take a bearing between two points. Note that the compass north-south lines
and the north-south UTM grid lines are parallel and are all aligned to north. The orienting
arrow is adjusted to 20 degrees east and hence does not point to north. Remember, the
direction of the magnetic needle is always irrelevant on a map except when you are
orienting the map. B, using a non-ADC and the north-south UTM grid lines to take a
bearing between two points. Note that the compass north-south lines, the north-south UTM
grid lines, and the orienting arrow are all aligned to north. Correction for declination is
done in a later step.

1. Make sure the compass declination is adjusted. The map does not need
to be oriented.
2. Take the bearing with your compass on the map: place one of the rear
(the end closest to you when you hold the compass) corners of the
compass base plate on the map at the point of your current known
location, and line up the compass so that the long edge of the base
plate forms a line between the two points (your current location and
the lake). If the distance between the two points exceeds the length of
the base plate, you may need to draw a line.
3. Rotate the bearing ring until the compass north-south lines in the
bearing ring (to the left and right of the orienting arrow) are parallel to
the north-south UTM lines on the map. The ADC will account for the
declination. Reminder: Ignore the magnetic needle when the compass
is on the map. Double-check that the N on the bearing ring still points
toward the top of the map.
4. Pick up the compass from the map. (If using a non-ADC, correct for
the declination now. You are going from the map to the field, so if
your declination is east, you subtract. If your declination is west, you
add. Set the corrected bearing on the compass.) Hold the compass
level and orient the compass as you have done before by turning both
yourself and the compass until the north end of the needle lines up
with the north end of the orienting arrow in the bearing ring.
5. You can now follow the direction-of-travel arrow to the small lake!

USING A MAP TO CHOOSE YOUR ROUTE


Now that you have successfully taken the bearing to the lake in the example
above, you are almost ready to start hiking. First, choose the best route to
your destination. If you start hiking without checking the route, you may end
up having to climb steep hills or hike through dense vegetation. So take a few
minutes to plan your route, using that wonderful tool—your map.
Take note of any obstacles you may detect on the map and mark them.
Then plot your course, which may or may not be a direct route. To avoid
tough spots, pick out intermediate points, take their bearings from the map,
and plot a crooked course with bearings noted for each leg.

Aiming Off
If a destination is not large, such as a small lake hidden in the trees, you
could walk right past it. To reduce that possibility, try to find on the map a
prominent or obvious stream, road, or trail touching or passing near the lake.
If you find some feature like that, aim slightly off (away from) the target lake
so that you have to cross the prominent or obvious feature. Then when you do
cross the prominent or obvious feature, you’ll know which way to turn to find
the lake (see Figure 7-16).
Figure 7-16. Aiming off: Aim to the left of the lake, then follow the stream to the lake.

Triangulation (Taking Bearings to Find Your Location)


A good way to keep track of your position is to frequently check your
position relative to nearby landmarks and then update your position on your
map. You can do that by keeping your thumb on your current position on the
map as you walk or by making a series of pencil marks on the map.
If you do lose track of your position on the map, use triangulation to
determine your location (see Figure 7-17).
First, look around and find three features in the surrounding terrain that
you can also identify on the map. With triangulation, you can figure out
where you are in relation to these. For the most accurate results, each of the
features should approach a 120-degree separation from each other relative to
your position. The closer the features are to you, the better.
1. Take a bearing on the first feature. This is described above in “Taking
a Bearing,” in the example of taking a bearing on a peak visible in the
distance (Remember Figure 7-7?). To review: Aim the compass’s
direction-of-travel arrow at the first feature. Keep the compass level.
With the direction-of-travel arrow fixed on the peak, turn the bearing
ring until the north end of the orienting arrow lines up with the north
end of the magnetic needle. (If using a non-ADC, correct for the
declination now.)
2. Place the compass on the map with the N on the bearing ring faced
toward the top of the map, with one of the front corners of the
compass on the first feature and, holding it there, pivot the entire
compass until the compass north-south lines in the bearing ring (to the
left and right of the orienting arrow) are parallel to the north-south
UTM lines on the map. Do not rotate, dial, turn, or twist the bearing
ring to match the lines—you have just set that bearing, and you don’t
want to change it. Double-check that the N on the bearing ring still
points toward the top of the map.
3. On the map, draw a line from the first feature back along the long
edge of the base plate of the compass, and extend it beyond where you
think you are.
4. Repeat steps 2 and 3 for the other two identified features.
5. The three drawn lines should intersect to form a small triangle, and
that triangle indicates your approximate location.
A common mistake is to place one of the rear corners, instead of the front
corners, of the compass on the map feature. Remember that your rear is not
at that feature, so the compass’s rear should not be there either!
If the triangle seems inordinately big, then you’ve erred in taking or
plotting (drawing the line) a bearing, or you may have misidentified one of
your features either on the map or in the landscape. If this happens, retake
your bearings and plot them again.
Figure 7-17. Triangulation

After getting at least a general fix on where you are, it may be useful to do
a second triangulation on closer landmarks to determine your location more
precisely. Once you have a better fix, you may be able to determine your
location to a precision of just a few yards by examining the contour lines on
your map and recognizing around you the features they represent.
Triangulation is also the method you would use to plot the position of a
favorite spot onto your map.

Cross Bearings
Suppose you want to hike to a hidden spot, a desert mine you noticed on the
map, which is some distance away from a linear feature such as the wash
shown in Figure 7-18. Let’s further suppose there are no distinguishing
features along the wash to indicate the best place to turn off, but the map
shows the mine lying directly between a distant peak and the wash (see
Figure 7-18).
On the map, draw a line connecting the mine and the peak and extend it
backward to where it intersects the wash. Using your compass on the map,
take a bearing of this line. This is the bearing you will want to follow when
you reach the right spot in the wash. Set this bearing on your compass, and
you might want to write it on the map.
Then, as you walk down the wash, stop often and point the direction-of-
travel arrow toward the peak, as if you were going to take a bearing. (Don’t
turn that bearing ring. The bearing is set.) See if the north end of the magnetic
needle lines up with the orienting arrow. If not, keep walking down the wash.
As you continue, you will reach a place where the magnetic needle lines up
with the orienting arrow. You’re now on the bearing line you drew on the
map. Turn and head toward the mine by following the direction-of-travel
arrow.

Using Baselines
A baseline is a linear feature that you use to guide your travel and keep
yourself within a specified area. Aiming off, discussed above, involves
intersecting a baseline such as a prominent or obvious stream, road, or trail
and then following this baseline to the destination. In the example of cross
bearings above, you were hiking down a wash (a baseline).
Always be aware of the location of at least one baseline—a stream, a road,
or some other fairly linear feature—before you start your excursion. The
direction toward this is called your safety direction—the direction you go if
all else fails.
Figure 7-18. Using cross bearings

DEAD RECKONING
When visibility is poor, it is often wiser to stay put until conditions improve.
However, there may be circumstances in which it is essential to keep moving.
You may not have the opportunity to confirm your position very often
because of darkness, rain, fog, whiteout, or ambiguous topographic features.
In these kinds of situations, you might use the technique of dead reckoning.
While you are still certain of your position, plot it onto the map, then find
your destination on the map and mark many easily distinguishable points
along the way. Draw lines between each of these points, take their bearings,
and write them next to each point.
Set the first bearing on your compass and start walking, using intermediate
points. If conditions are really bad, you may have to count your paces to
determine how far you have gone. A person can be sent ahead to act as an
intermediate point, guided onto the bearing line by voice or light signals. In
darkness, the light from this person’s headlamp can be used as the
intermediate point. Continue doing this from point to point.
Dead reckoning techniques are risky, since you can easily lose the thread
of your course. If you do, try to retrace your footprints back to the last known
location. This is one type of situation in which the GPS is extremely useful in
that it is unaffected by darkness or bad weather.

THE UTM GRID


Early maps provided a visual representation of the distribution and spatial
relationship of places to one another. It did not take long, however, before
users realized that an additional element was needed—some system to easily
and accurately specify these places on the map and provide increasing
precision in their distances from one another. This need gave rise to the grid
coordinate system (see Figure 7-19).

Figure 7-19. Grid coordinate system: The star represents a position of 7 “easting” (“start
at 0 and measure to the east”—the X-axis) and 4 “northing” (“start at 0 and measure to
the north”—the Y-axis).

Latitude and longitude. For centuries an angular (degrees, minutes, and


seconds) coordinate system was used to define a position: east-west position
(longitude) and north-south position (latitude). This approach was first
conceived more than 2000 years ago, launched the Age of Exploration in the
mid-1400s, and is still used worldwide by navigators of all types.
UTM grid. A common second approach to defining position is the
rectangular system. This is the basis of the much newer Universal Transverse
Mercator (UTM) coordinate system that has already been adopted throughout
the world, including by a growing number of people in the land navigation
community. The major reason for adoption among land navigators is its ease
of use with the increasingly affordable GPS technology.
Under the UTM system, the world is divided into sixty east-west numeric
zones, each covering a 6-degree strip in longitude (see Figure 7-20). These
numeric zones are numbered consecutively from 1 to 60 starting at the
International Date Line in the mid-Pacific with Zone 1 and progressing
eastward around the world.
The lower continental United States is covered by Zones 10 through 19,
with Southern California, for example, located in vertical column numeric
Zone 11.
There are also twenty north-south lettered zones designated C though X
(missing letters I and O, because they can be confused with the numbers 1
and 0). Each of these zones is 8 degrees in latitude (except the 12-degree-
wide Zone X in the far north). Southern California, for example, is in the
horizontal row lettered Zone S. Therefore, the grid location for Southern
California is Zone 11 S—the intersection of the numeric and lettered zone
designators.
The rectangular grid zones are further subdivided into 1000-meter (1-
kilometer) squares. The UTM coordinate system uses a set of coordinate
numbers that allow the user to find each 1000-meter square and even the
location of any single square meter within it. Grid coordinate numbers can be
found at the bottom and top of a topographic map, where each vertical grid
line is identified by an “easting” number (for example 577, which is
equivalent to line 7 in Figure 7-19), and at both sides of the map by a
“northing” number (for example 3629, which is equivalent to line 4 in Figure
7-19).
The numbers found in the bottom and side map margins identify the
lower-left corner of each 1000-meter grid. Why is this important? The lower-
left corner of each 1000-meter grid is the start point for finding a specific
location within that grid; start at that corner and measure to the east and to the
north to find a specific point within that grid.
Figure 7-20. The UTM world grid

Drawing the UTM Grid on a Topo


If you have an older map without the preprinted UTM grid, you can easily
draw in the UTM lines. Connect the small blue UTM tick marks found by
careful inspection in the top and bottom map margins, and in the right and
left map margins, to the corresponding tick mark across the map, to result in
a grid matrix of 1-kilometer squares. To make it easier to use with your
compass, you can add intermediate lines where they are needed.

GLOBAL POSITIONING SYSTEM (GPS)


The GPS is a satellite-based navigation system that can pinpoint your
position anywhere on the earth’s surface. The GPS locates the user’s position
by receiving signals from a minimum of four of the twenty-four satellites
circling the globe; by locking onto these signals, a GPS receiver can
triangulate both your horizontal and vertical positions. Depending on the
number of satellite signals and their position on the horizon, GPS units have
an accuracy of about 10–49 feet (3–15 meters) horizontally and about 115
feet (35 meters) vertically.
GPS receivers work at night and in any weather, but the GPS satellite
signals may not penetrate buildings, heavy vegetation, rocks, or other dense
objects. Narrow canyons, cliffs, trees, or tall buildings may also interfere with
the signals and prevent your receiver from obtaining a location. If this type of
interference happens, move away from these areas so your receiver has a
direct line of sight to the sky and the GPS satellites.
GPS receivers run on batteries, which are affected by use, age, and cold
weather, so always carry spares.
Many models of GPS receivers are available that provide information such
as position in terms of coordinates and elevation, direction and distance to
waypoints, speed and direction of travel, and estimated time of arrival. Most
current GPS receivers provide an elevation; however, the accuracy of these
elevations depends on several factors, particularly the positions of satellites
relative to one another. Some GPS receivers also display street maps and
topographic maps to help you determine position and route.
Other features found on some GPS receivers include a compass, camera,
or thermometer. The GPS receiver can be used by itself without a map or as a
navigational aid to confirm the position on the map. Use your GPS unit as an
additional tool to complement your map and compass rather than relying on it
solely.

NAVIGATION BY GPS
Basic GPS navigation skills involve storing positions as waypoints or
landmarks in your GPS receiver, traveling to waypoints, and determining the
direction and distance to waypoints. Before leaving the trailhead, always save
the current position as a waypoint in case you have trouble finding your way
back.
As you travel along your route, save waypoints now and then to allow
yourself to backtrack if needed. These can be at distinctive features such as
trail junctions, stream crossings, lakes, or saddles. GPS waypoints default to
numbers that are difficult to remember, so be sure to give your waypoints
descriptive names so they will be easy to recognize later.

Storing a Waypoint
The most common use of a GPS receiver is to store specific positions—such
as a favorite fishing spot, the location of a secluded campsite, or even a spot
you have never visited—as waypoints or landmarks. Waypoints are stored by
entering the position coordinates by hand from a map, by using a specific
button or function that saves your current position, or (if your GPS receiver is
capable), by downloading waypoints from a computer with mapping
software. You can also upload waypoints and routes from your GPS receiver
to your mapping software at the conclusion of a trip for future use.

Distance and Direction


Once you have waypoints saved in your GPS receiver, determine the
direction and distance from your current position to a given waypoint. Many
GPS receivers have a nearest waypoints list that displays the distance and
direction to waypoints near your current position. Note that distances
represented on your GPS receiver are straight lines, and you have to account
for variations in the route or the elevation you will actually travel.

Traveling to a Waypoint
To travel to a waypoint stored in your GPS receiver, use the Go To feature
available in most GPS receivers. This function allows you to select a specific
waypoint, and the GPS receiver will display a direct path to the location.
Once Go To is enabled, a navigation screen provides guidance using a
compass or a highway that indicates the direction to travel and provides
corrections if you steer off course. En route to a waypoint, a trip information
screen displays your speed, bearing, elevation, and estimated time of arrival.
You must be moving for this data to be accurate. The GPS receiver will
indicate when you are approaching the destination.

Routes
Navigation using routes allows you to create a sequence of waypoints linked
together in “legs” that guide you to your final destination. Simplify routes by
automatically switching to the next leg as you approach each waypoint. You
can also reverse a route to backtrack to your original starting point. Routes
can be created as you travel by including selected waypoints, or routes can be
created prior to the trip on a computer by selecting way-points with mapping
software and then transferring them to your GPS receiver. This last method is
highly recommended for preplanning your trip. Mapping software allows you
to easily create and name waypoints and create routes for easier navigation.

Track Log
Many GPS receivers have a track log feature that automatically saves points
at regular times or distance intervals as you travel. You can then navigate,
usually back to your starting point, without marking any waypoints.

NAVIGATION BY MAP AND GPS


Navigation using a printed map and a GPS receiver involves two basic
operations: translating GPS position coordinates (your current position or any
other stored waypoint) from the GPS receiver to a location on the map, and
translating physical locations on the map (your destination or any other point
along the way) into coordinates that can be used in the GPS receiver.

GPS Receiver Setup


There are a number of setup options in your GPS receiver that affect how
your receiver operates and displays information. Some of the settings,
including the datum and coordinate system, depend upon the map you are
using and must be set correctly. Others such as distance and elevation units
and declination mode are based on user preference. To use your GPS receiver
with a compass, it is best to set your receiver to use true north if you are
using it with an ADC, or magnetic bearings if you are using it with a non-
ADC. Contour intervals and distance units are normally set to feet and statute
miles, unless your map uses the metric system.

Map Datum
In order to use your GPS receiver with a map, you need to make sure the GPS
datum matches that of your map. A datum is a reference system that
coordinates your GPS receiver to the map, and the datum is printed on the
bottom of your topographic map. Most topo maps in the United States and
Canada use the North American Datum 1927 Continental, or NAD27 or
NAD27 CONUS for short. Some newer maps use NAD83 or WGS84. Make
Finding Your Way: Wilderness Navigation sure you change the datum in
your GPS receiver setup to match that of your map, or your positional
information will be incorrect by as much as a mile.

Translating GPS Coordinates to a Map


One of the primary operations you perform is translating GPS position
coordinates (your current position or any other stored waypoint) from the
GPS receiver to a location on the map. This is easy using the UTM
coordinate system.
To find your location on the map shown in Figure 7-21, if your GPS
receiver reads 11S 0559264mE (“meters east”)and 3652428mN (“meters
north”), look on the bottom or top margin of the map for the blue UTM grid
tick mark with the number 559. Then look on the left or right side of the map
for the blue UTM grid tick mark with the numbers 3652. The intersection of
these two lines marks the lower-left corner of the 1000-meter square you are
in.

Figure 7-21. Finding a location on a map using UTM coordinates

Then, using the last three numbers of each coordinate, measure “right”
(east) and “up” (north)—the rule for UTM is always “read right, then up”—to
find your exact position (within the accuracy of the GPS receiver) in the
1000-meter square. In this example, that exact position is 264 meters right
and 428 meters up. Plastic templates are available with 1000-meter scales
along the edges that overlay these squares to make it easy to determine this
exact position. In Figure 7-21, the position is shown with a flag icon at a peak
with elevation 3434.

Translating Map Coordinates to a GPS Receiver


To translate a map coordinate (your current position or another location) to
the GPS receiver, you need to reverse the preceding procedure: determine the
UTM coordinate values from the map and enter them in your GPS receiver
using the waypoint entry mode.
Locate the position on the map that you want to transfer to the GPS
receiver, and then look on the top or bottom margin of the map for the blue
UTM grid tick mark closest to, but to the left of, the position. Then look on
the left or right margin of the map for the UTM mark closest to, but below,
the position. The intersection of these two lines marks the lower-left corner of
the 1000-meter square the point is in. Next, read meters “right” and “up” to
find the exact location. Proceed to the waypoint entry screen on your GPS
receiver and enter these coordinates.

OTHER NAVIGATIONAL TOOLS


In addition to a map and compass and GPS device, an additional tool used in
navigation is the altimeter.

Altimeter
An altimeter can be a useful tool in hilly or mountainous areas where
navigation is critical. Altimeters can be used to fix your position relative to
the contour lines on a topographic map.
Altimeters are really barometers calibrated to measure altitude. Thus,
altimeter readings are affected by changes in the weather, so it’s important to
calibrate an altimeter’s reading whenever you arrive at a point of known
elevation.

FINDING NORTH WITHOUT A COMPASS


Carrying a compass is a necessity on any trip in the wilderness. There are,
however, a few navigation tricks that don’t use a compass that will make you
feel like an explorer.
Navigating by the Sun, Moon, and Stars
The path of the sun can be used as a general direction indicator. For example,
at middle latitudes in the northern hemisphere, the sun always lies toward the
south at midday. Therefore your shadow points north at approximately 12:00
p.m. (noon) standard time or 1:00 p.m. daylight saving time. In late June, the
sun rises more or less in the northeast, passes high overhead in the south at
noon, and sets in the northwest. In late December, the sun rises more or less
in the southeast, passes low in the south at noon, and sets in the southwest. In
late March and late September, the sun rises due east and sets due west.
A good technique, if you’re patient, is to put a stick in the ground and
mark the point at the end of its shadow (see Figure 7-22). Do this several
more times at intervals of ten or fifteen minutes. A line connecting these
points will be generally east-west; a line perpendicular will be generally
north–south.

Figure 7-22. Using the shadow of a stick in the ground to determine general north–south
direction

Like shipboard navigators, you can also use the stars and moon to indicate
directions. The stars and moon move across the sky in the same direction as
the sun, east to west. So stars that climb in the sky are somewhere near east,
and stars that sink in the sky are somewhere near west. Polaris (the North
Star), however, holds one position in the northern sky and is a reliable north
indicator.
Find Polaris by first looking for the Big Dipper. A line extended through
the two outermost stars (the “pointers”)of the Big Dipper’s bowl points to
Polaris (see Figure 7-23). When the Big Dipper is not visible, Cassiopeia
usually is. The top of Cassiopeia’s W-shaped form points toward Polaris. A
further hint is that Polaris’s altitude, or angle above the horizon, very nearly
matches an observer’s north latitude. An observer at Yellowstone National
Park (latitude 45 degrees north), for example, would locate Polaris 45 degrees
above the horizon, or halfway up in the sky.

Figure 7-23. Finding Polaris using the Big Dipper or Cassiopeia

From simple day hikes to longer wilderness trips, it’s important to keep
your sense of direction and maintain an awareness of where you are. Carry a
map and a compass when you travel in unfamiliar areas, and refer to your
map often. With practice, navigational skills become natural everyday habits.
How’s the Weather?
Earl Towson, Mark Mauricio, Keith Gordon, and Skip
Forsht

My friend said, “It’s only a 10 percent chance of rain, and we’re already here.
Let’s just go for it.” We had gotten a permit through the lottery system to
head up Mount Whitney; it was a “go now or wait until next year” situation.
We started up the Mountaineers Route, but by the time we got up near
Iceberg Lake, the sky had changed from blue to dark purple and then to
black. The temperature had dropped from the mid-sixties to the low fifties,
and the wind had picked up to twenty-five-miles per hour.
Then the hail started, and next the rain—torrential rain, the kind where
you can’t see more than fifteen feet in front of you; blowing, big, stinging
droplets of rain. After turning around, we prayed not to fall or to have to stop
for any reason as we descended. The temperature had dropped to the upper
thirties with the wind chill, we were soaked, and hypothermia had become a
very real possibility.
The weather can make or break any hike or trip. Understanding it better,
predicting it, and preparing for it are all part of responsible overall trip
preparation. The weather can be just a nuisance factor, such as clouds
obscuring a meteor shower, or a life-and-death situation, as with hypothermia
in high country. Humans have a very small range of core body temperatures
in which we can function reliably, roughly 95 degrees F to 105 degrees F.
Weather conditions that push us out of that window are life threatening and
need to be considered in trip preparation. You need to know as much about
the weather as you do about using your gear or planning a route.
The behavior of weather is unpredictable, but with a little knowledge, you
can begin predicting it with more confidence. As your knowledge increases,
your predictions will become more reliable, and you can use your knowledge
to better prepare and to travel more safely in the wilderness.

THE ATMOSPHERE: WHERE WEATHER OCCURS


The earth’s atmosphere consists of a mixture of gases we call air. Most of the
air is composed of nitrogen, whose properties determine how the air heats
and cools and gives air its blue color. Most of the air lies within 20 miles of
the earth’s surface; it is densest at sea level and rapidly thins with increasing
elevation.
Virtually all of the weather takes place in the lowest part, called the
troposphere, which is 5–6 miles (8–10 km) above the earth. Only in the
troposphere does air move vertically, producing what we call weather. The
temperature of the air within the troposphere decreases at a fairly constant
rate. For backpacking purposes, you can plan on a decrease of 4 degrees F
per 1000 feet; thus, if you are planning to climb from Whitney Portal to the
top of the peak, your gain of 6000 feet would probably experience a drop of
about 24 degrees F. Likewise, if you descend 6000 feet into the Grand
Canyon from the North Rim, you would expect to see a rise of 24 degrees F.

Heat and Pressure Systems


The sun is the earth’s primary source of heat. The surface of the earth and its
atmosphere, however, do not heat and cool in a uniform fashion. The surface
of the earth gets hotter where the sun is directly overhead. Since the earth has
seasons, due to its axial tilt, the number of daylight hours varies with both the
time of the year and latitude. For example, along our southern border with
Mexico, we have fourteen hours of sunlight in the summer but only ten hours
in the winter, whereas along our northern border with Canada, we have
fifteen hours in the summer and only nine hours in the winter. That is the
primary reason you get hotter in the summer than in the winter regardless of
where you live in the United States.
This heat creates both local pockets and larger masses of heated air that
expand and rise much like a hot air balloon. The hot air continues to rise and
cool until its temperature equals the temperature of the air that surrounds it
(air is cooler the farther from the earth’s surface you go). Masses of rising air
exert less pressure upon the earth’s surface, and these low-pressure centers
are called “lows.” In turn, pockets or masses of cool air create areas where
the air is heavier and descends. This denser air creates areas of high-pressure
centers called “highs.” Air from high-pressure centers (highs) flows toward
low-pressure centers (lows) to replace the air that is being lifted. You
experience the movement of this air as wind.

Prevailing Winds
Since the earth is hottest where the sun is directly overhead, the earth
produces lows near the equator and highs near the poles. The earth rotates, so
the ground slips from under the air, which produces prevailing winds. As the
air heats up near the equator, it rises and starts to flow toward the poles. But
at high altitude, the air dumps its heat into the blackness of space, grows
colder and denser, and falls back to the ground—before it gets to the poles. In
fact, it does this three times between the equator and the poles. The winds
flow away from the descending pressure areas toward the low-pressure areas.
The paths of the global prevailing winds get tilted because the earth doesn’t
rotate at the same speed at all latitudes. The prevailing winds for the United
States come from the west; thus, our storms come from the Pacific.

Barometric Pressure
Air has weight, although it is small, and exerts pressure on the ground. Air
pressure, also known as barometric pressure, is measured in inches of
mercury. At sea level, the atmospheric pressure is normally close to 29.92
inches (sometimes reported as 1000 millibars). This figure is known as the
standard sea-level pressure (it’s an average).
Measurements above the standard sea-level pressure are designated as
high pressures (highs). Measurements below the standard sea-level pressure
are considered low pressures (lows)—the maximum difference is small and
typically does not exceed 3 percent. Lows bring moist warm unstable weather
conditions. Large billowing clouds form in these systems that can bring rain,
sleet, or snow but are typically not violent storms. High-pressure centers
(highs) normally bring stable, cooler, and drier conditions but can produce
violent storms if they overtake and displace warm, moist air.
At higher elevations, clouds become an extension of the mountaintop landscape. (Photo by
Bob and Ira Spring)

High and Low Pressure


Figure 8-1 is a typical example of a weather map of the United States and
Canada that depicts highs and lows on a given date. The lines on the map are
lines of equal barometric pressure (isobars). The highest barometric pressure
readings are found in the center of a high and lessen as you move away from
their centers; the opposite occurs in lows.
Figure 8-1. Think of this weather map as a kind of topo map in which the contour lines
(isobars) denote equal pressures across the surface of the earth. Generally, air moves from
highs (H) to lows (L) across isobars, but the earth’s rotation induces a clockwise
circulation around a high and a counterclockwise circulation around a low. Just as on a
topo map, the closer the contour lines, the steeper the pressure gradient. The steeper the
gradient, the faster the winds.

Strong winds occur where the isobars are crowded closely together; weak
winds occur in areas where the isobars are spaced widely apart. In the
northern hemisphere, the winds flow out from the center of a high in a
clockwise rotation and flow into a low in a counterclockwise direction. The
strongest winds occur where the high areas touch low areas. The centers of
highs are normally clear, cool, and calm, while the centers of low areas tend
to be mild but cloudy.
Because the earth rotates, the air does not flow directly from highs to
lows. The earth rotates fastest at the equator and much slower near the poles,
where inertia causes the air to be deflected, causing highs to circulate
clockwise and counterclockwise in lows. Thus, if you stand with your back to
the wind in the northern hemisphere you will have a low-pressure system on
your left and a high-pressure system on your right—a good technique to
remember if you are on a multiday trip without reliable weather information
from an outside source.

Clouds and Precipitation


Water vapor, the gas form of water, is colorless and odorless. It enters the air
through evaporation from oceans, lakes, moist soil, and plants. The amount of
water vapor present in the air is highly variable by season and from one
location to another, because warm air is capable of holding much more water
vapor than cold air is.
When water vapor changes from a gas to a liquid state, it releases heat.
When this occurs in the atmosphere, a visible cloud forms. This condensation
can occur only when the temperature of the air cools down to the dew point
when the air can no longer hold the water as a gas—at this point, we say the
air is saturated and is at 100 percent relative humidity. If the air cools below
the dew point, the tiny droplets form that we see as clouds, similar to how
water droplets form on the outside of a drinking glass full of ice on a warm,
humid day. If the air continues to rise, it may cool until it freezes and forms
ice crystals.
Raindrops or snowflakes form when these tiny droplets and ice crystals
collect around pollen and dust; once they grow too large to remain
suspended, they fall to the earth. Rain, snow, sleet, and hail (commonly
referred to as precipitation) occur when a mass of air is being lifted and
cooled below its dew point. This lifting can occur through convection,
because of mountains, or by weather fronts (see “Fronts and Storms” below).
Air rises when it expands by being heated by the sun and/or a surface
below it that is hot. A hot surface creates an updraft. If the air rises and cools
to a temperature below the dew point, a puffy cloud begins to form called
cumulus, meaning “heaped” (see Figure 8-2). On nice days we often see
small cumulus clouds that children like to imagine as animals and other
shapes. The clouds show us where the air is rising; the blue sky between them
is where it is descending. Most cumulus clouds have flat bottoms that form at
the altitude where the temperature cools to the dew point. If the updraft is
strong, a cumulonimbus cloud (a thunderhead) can develop. Thunderstorms,
while violent, last only an hour or two. If there was a heavy dew in the
morning, expect lots of cumulus to form, with the possibility of
thunderstorms forming in the afternoon—a good predictor for those frequent
Sierra Nevada afternoon showers.
Figure 8-2. Cloud formations: A, cumulus (lumpy, billowy) clouds are formed by vertical
air currents; rain, hail, or snow can fall from these in heavy showers. B, stratus (layered)
clouds are formed by gentle lifting of warm, moist air. C, cirrus (wispy) clouds are the
high, gossamer-like formations of tiny ice crystals that often precede the passage of a
storm front. D, cumulonimbus clouds are huge, towering clouds formed by strong updrafts.
The friction from air movements within these clouds builds up the electrical charges that
are released as lightning. These clouds can unleash great torrents of rain or hail, but they
are short-lived.

Fronts and Storms


A front is where two air masses collide, producing precipitation when the
more humid air masses are uplifted. Recall that the centers of highs are
normally areas of cool, heavy, clear, drier skies, while the centers of lows are
normally areas filled with warm, moist air. When a cold high collides with a
humid low, it’s a sure recipe for precipitation.
Highs and lows alternate; they are carried along by the jet stream. In the
northern hemisphere, three jet streams circle the world. One meanders in a
broad, curving track over the United States and plays an important role in
directing the path of storms. The mean latitude of the jet stream varies with
the season. In the summer it stays up near the Canadian border, but in the
winter it drops down to California, bringing winter rains in from the Pacific.
Low-pressure systems typically travel about 400 to 600 miles a day and
are 500 to 1000 miles across. An approaching warm front creates the
sequence of clouds shown in Figure 8-2. The high-altitude wispy cirrus
clouds (“mares’ tails”)are made of ice crystals; they can sometimes be seen
two to three days (1000 miles) ahead of a warm front and often produce halos
around the sun and moon. Halos can give you a two-day warning of an
advancing storm, especially if the winds shift to blow from the south and/or
the east. The air in a humid warm front (Figure 8-3) forms low, flat, layered
clouds called stratus that spread until they cover the sky. These typically
produce a light to moderate steady rain or snow that may last for a couple of
days.

Figure 8-3. Approaching warm front

A cold front is heavier and remains in contact with the ground; being
heavier, it wedges under the warmer, moist, light air found in a low-pressure
area, forcing it to rise (see Figure 8-4). A fast-moving cold front can lift the
warmer air, creating a line of violent thunderstorms (a squall line).
Precipitation from an advancing cold front is usually brief but can be heavy,
lasting only a day or two. After it passes, we get cold, crisp, clear skies with a
few scattered fair-weather cumulus clouds following in the wake of the front.
This crisp, cold air can become very hazardous for unprepared hikers, as
subfreezing temperatures may prevail, especially at night.
A cold front does not typically give you a lot of advance warning, but you
will probably notice a rapid increase in very dark cumulus clouds and many
different cloud layers moving in different directions. When the storm breaks
up, the winds will generally shift from the south and start flowing from the
west. There may still be some precipitation associated with the front, but the
end should be near.

Figure 8-4. Approaching cold front

A cold front normally moves faster than a warm front. If a cold front
overtakes a warm front, the warm air mass is lifted off the ground, forming
an occluded front. The weather associated with an occluded front can be very
violent, yielding the worst qualities of both warm and cold fronts.
A stationary front occurs when the surface position of a front fails to
move. This occurs when the flow of air on both sides of the front is almost
parallel to the front in opposite directions. The clouds and precipitation
associated with a stationary front are very similar to the weather associated
with a warm front. Being stationary, these fronts can last several days.

READING WEATHER MAPS


Figure 8-5 displays the various symbols used to display different types of
fronts that can be found on weather maps. Cold fronts are shown on weather
maps as a line with triangles on the advancing side. A warm front is shown
on weather maps as a line with bumps (hemispheres) on the advancing side.
A stationary front is shown on weather maps with triangles and bumps
alternating on either side of the line. (Stationary fronts don’t move because
the winds on opposite sides cancel each other.) An occluded front is shown
on weather maps as a line with alternating triangles and bumps on the same
side of the line. (Occluded fronts occur when warm, moist air is violently
forced up between two cold fronts.)
The weather map in Figure 8-5 shows two cold fronts with their triangle-
shaped barbs; one is moving south across central Nebraska, while the second
is moving southeast across central California. A warm front is shown moving
northwest across northern Nevada, southern Idaho, and the western edge of
Wyoming. An occluded front is shown extending from central Nevada to
northern California. A stationary front is shown extending across central
Arizona, New Mexico, and Colorado.
Figure 8-5. Symbols used on weather maps for various types of fronts

TOPOGRAPHY AND REGIONAL WEATHER


Previously, we’ve discussed global and continental North American weather
systems. Weather can vary greatly depending on the local conditions and
geography; you may find yourself in a microclimate. The latter often exist
near mountains or large bodies of water, which affect the local weather.

Local Winds
Local winds are generated by mountains, valleys, and bodies of water rather
than by the influence of large pressure systems. A sea breeze blows inland
during the daytime because the land heats up at a faster rate than the ocean.
The opposite occurs at night when the land cools faster, creating a breeze that
flows toward the ocean (the wind stops at dusk and dawn). You will also note
this when you are camped near large lakes. Mountain and valley winds work
like land and sea breezes. Mountain winds are created when exposed rocky
peaks heat up more rapidly than the grassy valleys. This causes the air to rise
up the mountainsides to the summits; air from the valley flows upward to
replace the rising air. During the evening the reverse occurs.
Downhill winds can occur as a result of gravity. The cold, dense air moves
from an area of high elevation to a lower area. This typically occurs in winter
when cold air accumulates on high plateaus and spills over the passes to
lower elevations. These winds can be very strong and cold, especially in
canyons. Since gravity pulls these cold winds to the lowest-lying points, set
up your camp above and off to the side of the valley floor. Dry, warm
mountain winds called chinooks can form when strong winds pass over a
mountain range and are swept down the leeward rain-shadow slopes on the
other side. As these winds lose altitude, they heat up rapidly and may cause
snow to quickly melt, creating flash floods.
Santa Ana winds are caused by regional barometric pressure differences.
In the late summer, a Pacific high lies north and west of California that
causes the air to flow clockwise from the Pacific into the Four Corners area
on the Colorado Plateau. A high develops that gets heated by hot desert
ground. If a low-pressure system develops off of southern California, very
dry winds from the interior flow toward the ocean. Since the Colorado
Plateau is on average a mile high, the winds flow downhill and gain
additional temperature by compression (adiabatic flow—like that from a tire
pump) and can produce scorching-hot, high-speed winds and subsequent
firestorms.

Mountains and Storms


When air is forced to rise over a mountain (called orographic lifting), it is
cooled (see Figure 8-6). Once the air passes over the mountain and the cooled
water vapor falls as rain, the air descends on the other side and gets warmer
and drier, creating a rain shadow. The deserts of the American Southwest are
an example of this rain-shadow effect.
Figure 8-6. Orographic lift

Fog
Fog is a stratus cloud that lies close to the ground. While a nuisance, fog is
not dangerous and often means that no violent weather is approaching.
Tule fog forms on cold, clear nights when there is little or no wind in low,
marshy areas, typically in valleys, when the temperature of the air near the
surface of the ground falls below the dew point. It can persist for days when
conditions are stable and there is very little mixing of the air. It is normally
not very thick, and a short climb can often put you above it.
Fog can also form when warm, moist air flows over a cold or snow-
covered surface. This type of fog is common off the West Coast when warm,
moist air flows across the Pacific’s cold coastal currents, causing the water
vapor to condense. This fog simply flows with the sea breeze onto shore.
Fog can also form when humid air gradually moves up a steep
mountainside or a sloping plain. This type of fog can become very thick in
the mountains, and it can make finding your way difficult when visibility is
reduced to a few feet.
Fog can also form above lakes when cool air moves over the warmer
water surface. Water vapor that previously evaporated from the water surface
strikes the cool air and immediately condenses. This commonly occurs over
lakes and rivers during fall and early winter, giving the body of water a
steaming appearance.

WEATHER INFORMATION
Weather information can be found in newspapers, on television, and on the
Internet. Information in newspapers becomes dated fairly quickly and may be
several hours old by the time the newspaper is delivered. Television weather
forecasts are more timely but lack details. The weather channel carried by
cable television and the Internet are better and carry broadcasts continuously
throughout the day. A number of websites can give you basic weather
information, but the National Weather Service (see “Resources” at the back
of this book) is the best official source. A helpful feature of this site is the
ability to move the cursor anywhere on the map—for instance, to a distant
mountain pass far from any population center—and get accurate forecasting
for that location for a week in advance.
The National Oceanic and Atmospheric Administration (NOAA)
maintains a network of weather radars and radio stations that broadcast
weather conditions. Reports are updated every four hours; broadcasts are
transmitted on the VHF FM band radios at eight frequencies between 162.40
and 162.55 megahertz. There are also backpackable NOAA-capable weather
radios that are small and weigh only a few ounces (most sell for under $50).
NOAA transmissions may be difficult to pick up in remote terrain, especially
in canyons.
Before you leave on an extended backpack trip, you should study a
satellite map of the weather approaching from the west. NOAA and the Naval
Research Laboratory (NRL) publish these on the Internet (see “Resources” in
the appendix). Many strong West Coast storms grow in the Pacific Northwest
after leaving Siberia. These look like large commas in satellite images. Since
they can move more than 500 miles a day, you can estimate when they will
reach you. Recall that they will follow the jet stream—if the jet stream has
large dips down to your latitude, these storms may reach you.

WEATHER HAZARDS
Weather can be dangerous. Every year someone outdoors is hurt or killed by
lightning, windstorms, flash floods, blizzards, avalanches, hail, hypothermia,
or heatstroke. Backpacking should be an enjoyable sport, so it’s smarter to
postpone a trek than to become a victim of dangerous weather. Here are a few
safety tips to avoid becoming one of those victims:
• Lightning storms: don’t seek shelter by lone trees or on high points;
don’t stand on wet granite or near water.
• Windstorms: Don’t camp under trees that are dead or have dead
limbs or huge cones.
• Flash floods: Don’t camp in a wash or a gully.
• Snowstorms: Seek out or build a shelter; get out of the wind and stay
warm!
• Cold, wet weather: Don’t get soaking wet; if you do, change to drier
clothes.
• Hot weather: Drink lots of water!

Cumulus clouds over Utah’s Grand Staircase (Photo by Jerry Schad)

Thirteen Rules of Thumb for the Weather-Wise Backpacker


1. If the clouds are going in different directions (for example, one layer
is going west while another layer is going north), bad weather is
coming.
2. If you see growing billowy cloud towers (cumulonimbus clouds),
expect thunder showers.
3. Mares’ tails (cirrus clouds) high in the sky with long streamers can
mean bad weather within the next thirty-six hours.
4. A cloud cover that looks like cottage cheese (mammatus clouds) is
often indicative of a strong approaching storm.
5. “Mackerel” or “buttermilk skies” (altocumulus clouds) can mean bad
weather within the next thirty-six hours. Note: When mackerel skies
and mares’ tails appear in the sky at the same time, rain is sure to
follow the next day.
6. Cloud cover at night means you can expect a warmer night because
the clouds prevent heat radiation that would lower the temperature on
a clear night. If the stars twinkle furiously, expect a cold night and
winds.
7. Check the grass for dew at sunrise. If it’s a hot day and cumulonimbus
towers are building, there is a good chance for afternoon
thunderstorms.
8. A rainbow in the west at sunrise can mean rain is on its way. On the
other hand, a rainbow in the east at sunset means that the rain is on its
way out and you can look forward to sunny days.
9. Strong winds indicate high pressure differences and can be a sign of
advancing storm fronts. If the wind shifts to the south or east, a storm
is near.
10. Take a deep breath and smell the air. Scents are stronger in moist air
associated with coming rainy weather. Also, many people can feel the
humidity, especially in their hair.
11. Campfire smoke should rise steadily; smoke that swirls and descends
is caused by low pressure, meaning rain may be on the way.
12. If there is a halo around the moon (or sun), expect rain or snow within
thirty-six hours if the clouds get progressively lower.
13. At sunrise look east—a red sky at morning, take warning; a red sky in
the west at sunset, expect good weather.

LEARN HOW TO PREDICT THE WEATHER

Create your own prediction methods. The methods provided in this chapter
are based on a few key (but very general) principles:
• Major weather systems usually move from west to east.
• Advancing lows bring more humidity.
• Rapidly advancing highs can produce violent storms.
Predicting the weather is all about recognizing the signs of humidity and
pressure changes. While prevailing systems may move from west to east, for
example, individual storms in a particular region may not, due to local
weather phenomena. On the average, tomorrow’s weather will be much like
today’s (especially this evening’s). Be alert when you see the clouds descend,
the humidity rise, and the temperature fall. It’s better to lay over another day
in a good, safe campsite than to be caught on a high mountain, like Whitney,
in a storm!
As your knowledge of weather increases, you’ll become much more adept
at predicting the weather, and you’ll also be better at judging weather reports.
If you can predict the weather with some confidence, you can manage your
pack load accordingly. There is no sense carrying more than what’s needed if
it’s going to be nice, but if it’s going to be foul, then it’s wise to be prepared.
Now Let’s Get Out There!
Mike Fry, Robert L. Feuge, Nelson Copp, Donald B.
Stouder, and Carolyn Moser

The qualities of wilderness areas are preserved when travelers leave no trace
of their passage. You can justify your visit only when you strive to leave no
trace.

LEARNING NEW SKILLS


Being a novice in the backcountry means you need to, and get to, ask
questions about anything you don’t understand. Inexperienced hikers often
don’t ask questions or don’t participate in making trip decisions because they
may fear that their lack of experience will be obvious. Actually, being a
novice means you need to ask questions about anything you don’t
understand. Ask other people what gear and techniques work for them. Don’t
hesitate to speak to the leader when a pace is too fast or when you need to
stop to adjust your pack or clothing. Taking care of such needs immediately,
rather than delaying, keeps you more comfortable and safe and increases your
enjoyment.

Trailhead Tips
“The trail starts here.” A trailhead is an access point to a trail, the place where
your adventure begins! Here are some tips about trailheads:
• There may or may not be a sign with the trailhead name.
• There may or may not be parking; a parking pass may be required, and
there may be restrictions on how long you can park there.
• There may or may not be bathrooms or potable water.
• There may or may not be cell phone reception, bear-proof storage
boxes, bears that will break into your car (be smart and don’t leave
food in your car), or someone watching you hide your stuff in the
trunk (don’t leave valuables visible).
• There may or may not be informational signs about whether there are
marmots or porcupines that will dine on your car’s hoses and wiring
(check with a ranger or online).
• There may or may not be a place to camp.

TRAIL WALKING
People rarely think twice about the act of walking in everyday life. When
you’re setting off on a long journey through uneven or hilly terrain, here are
some things to consider:
• Pace: How fast or slow will you travel?
• Trekking poles: Will you want a backup for stability and propulsion?
• Rest stops: How often will you need a break?
• Keeping your group together: How will you keep from being
separated from your hiking group?
• Foot care: How will you make sure your feet can carry you the whole
way?
• Maintaining energy: How will you make sure you can get there and
back?
• Trail etiquette: Do you know how to pass and be passed safely?
• Crossing streams and rivers: Do you know how to cross a stream on
foot safely?

Pace
Finding your own pace or travel style on the trail can minimize fatigue and
frustration. On your first few trips with a group, notice whether you prefer a
fast, moderate, or slow and steady pace. You will know in the first fifteen
minutes on the trail. If the group pace is too slow for you, you will feel antsy
and want to go more quickly. If the pace is too fast, you will find yourself out
of breath and struggling to keep up. Whether you have “piston legs” or
amble, it is important to realize that even if you can’t change the pace that is
most natural for you, you can adjust it to hike with your companions. Equally
important is realizing that once you find your pace and stick to it, you can
reach any destination.
After about thirty minutes on the trail, it is a good time for the group to
stop and adjust clothing, pack straps, and boots. A mixed group can use a
“divided stop,” suggesting that men go in one direction and women another
for bathroom breaks. Never leave your pack on the trail as a signal to others
that you have gone off for a break. You never want to be separated from your
Ten Essentials—the items that will keep you alive. Chapter 5, “Gearing Up,”
will help you assemble these.
When walking up very steep slopes, you won’t want to become so winded
that you can’t continue. One solution is to save energy by using the rest step.
In this technique you pause briefly with your weight on your downhill leg,
keeping it straight, before you begin a new step; as your weight passes over
that leg, move that knee back so that it “locks” when it supports your weight.
Then your leg muscles can relax for just a second. Do this on each step. This
allows full circulation and keeps your legs much happier. Practice the rest
step on stairs or a steep slope, and it will soon become second nature.

Trekking Poles
Many hikers are now using a pair of trekking poles or hiking sticks or a
single pole or staff. The poles help you lower yourself (especially with a full
pack) down steep trails that could otherwise damage your knees. They also
allow you to use your arm and shoulder muscles to assist your quads when
you’re going uphill. Your poles or staff become part of the rhythm of your
hiking pace. They add stability when you’re crossing water and extend your
reach to probe for deep water or mud.

Rest Stops
Throughout the day, stop at regular intervals of about an hour. The benefits of
rest stops are not just resting; they are also times for eating, drinking, taking
bathroom breaks, attending to feet and clothing, and applying more
sunscreen. Make these rests brief. Five to ten minutes is good so you don’t
cool down too much. In unfamiliar areas, you should be keeping track of your
position, so rest periods are excellent times to update or confirm your
location on a map.

Rest stops are important to adjust gear, hydrate, have a snack, and enjoy the view. (Photo
by Sue Holloway)

If the weather is cool or cold, put on extra clothing immediately after you
stop. The sensation of warmth you get from hiking uphill is your body
shedding heat while it expends extra energy. Warm, sweaty skin can turn
cold within minutes after you stop.
Slower hikers need as much time for breaks as faster hikers. It can be most
frustrating to a slower hiker when he or she catches up to others taking a
break, only to have them start up again. Feeling pressured to stick with the
group, the slower hiker will not have enough time to recover, eat, and drink,
thus increasing fatigue even more. Make sure that everyone in your group has
time to take care of all their needs before you proceed.

Keeping Your Group Together


A hiking group can get spread apart along the trail—this is how hikers
become lost. It is always good to stay together. If you do get separated, faster
hikers should always wait at trail junctions, stream crossings, or any place
that may be confusing. Leave clear directional signs or wait until your partner
or group reaches you. Always stop when reaching the agreed-upon
rendezvous point or time.
Foot Care
Foot blisters cannot be ignored. Heed hot spots, the first signs of friction.
Don’t wait for the next rest stop. Adjust your socks, put on moleskin, or do
whatever it takes to relieve the pain and prevent further damage to the skin.
(See “Blisters” in Chapter 13, “Ouch! First Aid in the Backcountry.”)

Maintaining Energy
Two primary conditions contribute to maintaining your energy: your levels of
hydration and blood glucose.
Hydration. When extra energy is needed, your body usually tells you
right away. Dehydration is more insidious. When you’re strenuously
exercising, your body usually needs more fluids than thirst dictates. You will
get increasingly dehydrated over the course of the day. In hot weather, it’s
difficult to drink fast enough. Even in cold weather, a surprising amount of
moisture can be lost from breathing hard and from insensible sweat.
Insensible sweat is your skin perspiring just to keep the air humid near your
skin.
Drink water or sport drinks at frequent intervals, even though you may not
feel thirsty. Drinking-tube systems (hydration reservoirs) allow you to drink
frequently without having to take off your pack. If you don’t feel the need to
urinate every couple of hours or if your urine is bright yellow, you aren’t
drinking enough and your body will not be able to work at its peak
performance.
Blood glucose. It is important to keep your blood sugar at the right level.
If you deplete your muscle glycogen reserves, your blood sugar level will
drop and you will run out of energy, or “hit the wall” (also called “bonking”).
This can take four or five hours to happen but more than twenty-four hours
from which to recover. Altitude may cause you to lose your appetite, and if
you don’t eat you will soon run out of energy.
Simple foods, high in complex carbohydrates, are good trail snacks. They
don’t have to be expensive nutrition bars or energy gels. Fresh or dried fruit,
bread, and breakfast cereals are great snacks. Avoid processed candy. It is
probably full of high fructose corn syrup and tropical oils that are not easily
digested on the trail or at altitude. Fatty foods such as nuts and cheeses can
also be hard to digest.

Trail Etiquette
Hiking etiquette and safety require that you yield the right-of-way to horses
and other pack animals. The pack train leader, who knows his or her animals
well, may ask you to move to a position where the animals can pass safely.
You may be asked to remove your backpack. Gather your group to one side
of the trail (not both sides), stand quietly, and don’t do anything that may
play upon the animals’ skittish tendencies. If you are on a hill, the safest side
of the trail is downhill, but take guidance from the rider or pack train leader.
Talking in quiet tones to the packer may help put the animals at ease.

Crossing Streams and Rivers


Many trails have bridges of some sort across streams and rivers. Bridges
might be elaborate structures or simply large logs. Bridges can wash out, or
your intended stream or river might not have a bridge, and then you will have
to know how to cross the stream on foot. If the water is not too deep and fast,
fording on foot can be accomplished safely.
Choosing where and when to cross. First, you will need to choose the
best spot to cross. Take the time to thoroughly investigate well above and
below where you want to cross. If the stream is wide, more than knee deep,
and very swift, consider turning back. Before wading in, try to estimate the
stream’s depth and toss a twig in to gauge the speed of the flow. A wide area
with ripples on the surface shows you that it is shallow, and a still surface
means it is deep. Use your trekking pole to check the depth.
Don’t make any moves that you can’t reverse, and remember that the
weakest person in your group must be able to follow you. You can always
make camp and try to cross in the morning when the snowmelt will be
reduced. When the nights are cold enough to freeze, water volume is always
higher in the afternoon than in the morning, and if you do get wet, you’ll
have the day to dry out.
Watching for rapids or waterfalls. Make certain there are no waterfalls
or swift rapids downstream of your crossing spot in case you stumble. Every
year, people are killed in the mountains by being swept over waterfalls.
Using a pole. Release your hip belt and sternum strap in case you fall in
so that your pack won’t hold you under. Use a hiking staff, trekking pole, or
sturdy branch as a third leg securely planted upstream of yourself while
crossing. Cross facing upstream and move sideways so that your two feet and
your trekking pole form a sturdy triangle. If the current is swift, choose a path
that takes you diagonally across and downstream so you won’t have to fight
the force of the water quite as much.
Using footwear. When fording fast-moving streams, always wear shoes to
protect your feet from sharp rocks. Many people change into a pair of
sneakers or river sandals, but wearing your boots, snugly laced to your feet,
will protect your feet and give you better traction. Remove your socks before
crossing, and dump the water out of your boots on the other side. The water
won’t hurt your boots, and you’ll have dry socks on the other side. Don’t
carry your socks in your hands while you cross, as you can easily lose them.
Don’t hold anything but your trekking pole in your hands.

A tricky water crossing (Photo by Pauline Jimenez)

Crossing on rocks. If the water flows through a constricted area, as


between boulders, you may be able to hop across. However, the water flows
fastest in these areas, so they are the most dangerous places to fall into.
Using a rope. More technical methods of stream crossing involve rigging
a rope across the stream to assist passage. Never tie yourself to the rope
because if you fall, the rushing water could hold you under. Walk on the
downstream side of the rope, holding onto the rope as you walk across the
stream.
Remember: An alternate choice to a dangerous crossing is crossing
elsewhere or not crossing at all.

CROSS-COUNTRY TRAVEL
Cross-country travel can be challenging and enjoyable. Cross-country travel
can take a hiker or climber to remote peaks and other secluded destinations,
but expect it to be slower and more strenuous than trail travel. Navigational
difficulties increase as well. In some wilderness areas, off-trail travel might
be restricted to small groups or might have restricted seasons because of
wildlife. In Alaska and northern Canada, there are very few trails, and hikers
routinely travel cross-country.
Using appropriate gear and techniques. Make sure your equipment and
clothing are up to the task. Wear long pants and a long-sleeve shirt to protect
your skin. Sturdy boots prevent ankle twists and stone bruises. Gaiters help
keep debris out of your boots.
Gaiters can help keep all types of irritants out of your boots—rocks and debris, prickly
plants, and ticks. (Photo by Kristi Anderson)

Keep your group small and stay close together so you don’t get separated,
but don’t let tree and shrub limbs that you have pushed aside snap back into
the face of the person who follows you.
When traversing delicate ground or vegetation, single-file hikers can cut a
deep furrow and hasten erosion. To minimize impact, spread out and, when
possible, skirt around delicate areas such as wet meadows.
Choosing a route. Planning a cross-country route, either at home with
maps on the table or in the wilderness itself, is intriguing and challenging. In
most cases, you should try to follow the same route that a trail builder would
use. Trail routes are chosen to avoid steep ascents and descents, steep terrain,
and obstacles such as rock outcrops—even though hikers using trail routes
will have to walk farther to get from point A to point B. When choosing a
cross-country route, weigh the advantages of directly ascending or
descending a steep hill against the advantages of a longer but more gradual
route around the hill.
Cross-country travel can be the most challenging and most enjoyable part of your trip.
(Photo by Carol Murdock)

Take into account the nature of the terrain along each route. Try to avoid
crossing steep gullies that could contain drop-offs or harbor snow late into
the season. Consider the types of vegetation—thick brush, open forest, or
perhaps a lack of vegetation (as on scree) that may be present on any of the
alternate routes.
It may be more efficient to travel either along canyon bottoms or along
ridges. The answer depends on the nature of the local topography and
vegetation. Does the canyon bottom or stream meander excessively and is it
choked with rocks or brush? Will there be frequent stream crossings to slow
you down? Or is it clear for travel? Are the ridgelines spiked by rock
outcrops? Or are they smooth and relatively free of impeding vegetation?
There are many trip reports posted on the Internet. Try searching for place
names (mountains, lakes, etc.) on your route. You may find an excellent trip
description and annotated maps.
Routefinding. In practice, routefinding over rough terrain is an exercise in
improvisation. Despite your initial planning, you will find it necessary to
change your intended course many times. Just keep your eyes open and your
mind focused on the important milestones or destinations ahead on your
intended route. When traveling cross-country, keep safety uppermost in your
mind at all times. Cross-country travel is a mind game involving elements of
intuition as well as navigational skills (see Chapter 7, “Finding Your Way:
Wilderness Navigation”). Improvements in skill will come through
experience.

TRAVELING AT NIGHT
Wilderness travelers should always try to arrive back at camp or at the car
before nightfall. If late afternoon arrives and you’re wondering how much
time you have until sunset, there is an interesting technique you can use.
Gauging the amount of daylight. Hold your hand at arm’s length with
fingers parallel to the horizon, and count the number of fingers between the
horizon and the sun (see Figure 9-1). Each finger represents about ten to
twelve minutes. You can also determine how long the sun has been up in the
morning using the same method. Since this technique depends upon your
latitude, you may want to experiment first; check how long it takes the sun to
traverse one finger-width.
If you’re lost at night, it is always better to stay put and resume hiking in
daylight. For a properly equipped hiker with the Ten Essentials (see Chapter
5, “Gearing Up”), an overnight bivouac (unplanned overnight stay) can be
dealt with. Under special circumstances, it may be preferable to press on at
night, assuming you’re not lost and the route is safe.
Using available light. Travel at night requires that you see as well as
possible. A full or nearly full moon in the sky is a lucky break. When
traveling by moonlight, try hiking without a flashlight to preserve your night
vision, if it is safe. Finding the trail is easier to a dark-adapted eye than to one
dazzled by a glaring flashlight beam.

Figure 9-1. Time until sunset is ten to twelve minutes for each finger above the horizon.

Using a flashlight. If you do use a flashlight, hold it low to pick out the
shadows of obstacles on the route ahead. Headlamps worn on the head are of
limited value for hiking because depth perception is greatly reduced. Either
carry your headlamp in your hand, wear it on your waist or clip it to your
belt, or use both your headlamp and a low held flashlight. Headlamps are
great for use while cooking or in a tent. Just don’t look someone straight in
the eye and blind them!

PERMITS
Many hiking areas are now within the jurisdiction of official agencies. Each
agency has its own management plan and permit system, so check online to
find out what the permit policies are. Day hiking is often permit-free except
in very popular areas, such as Mount Whitney in California. National forests
and national parks often require a permit only for overnight use. Most rangers
will check your permit in the backcountry, so you had better have one!
Most trailheads have daily quotas in the popular seasons, and some have
quotas all year. If you don’t have reservations you can take your chances on
the unreserved portion of the trail quota at the ranger station. You may not
get your first trail choice, but the available trail will be a whole new
adventure.
Once you have your permit, make sure you know the local conditions such
as where to park and whether any camping areas are closed. See Chapter 4,
“Planning Your Adventure,” to find out how to apply for your permit.

WILDERNESS CAMPING
When you choose a place to camp, plan for comfort and also take care of the
environment. Observe Leave No Trace principles and clean up camping areas
that have been abused by others. If we do not do this properly, we do more
damage at campsites than in any other part of the wilderness (for the
complete description of how to select a campsite, see Chapter 2, “Leave No
Trace: Outdoor Ethics”).

Campsites
When you’re below timberline, restrict your campsites to forest duff (pine
needles or dead leaves), sandy areas free of vegetation, or bare soil. Mountain
meadows, especially just below timberline, are visually attractive as
campsites but are not appropriate because they are fragile, plus too wet and
bumpy for a good camp. Look along the edge of the meadow and find a good
campsite there instead.
During mild weather, sleeping under the stars can be carefree and
enjoyable. Cold, rain, or mosquitoes, however, may require you to use a tent.
You can eliminate the annoyance of mosquitoes by applying insect
repellent, wearing a head net, or moving to a breezy spot where insects are
blown away. Mosquitoes are less abundant on higher, drier, breezier ground,
and you will have much better views as well. Since cold air flows downhill at
night and collects in low-lying spots, a higher campsite will also be warmer
than one in a low-lying area.
Consider also the position of the sun as it rises in the morning. Camping
on an east-facing slope, with a low horizon, will make it brighter and warmer
when you get up the next morning.
When camping in popular areas, be a considerate neighbor. Leave sound
equipment, pets, and other reminders of the civilized world at home. Peace
and quiet are two of the earth’s most valuable resources. Listen to the soft
music of the wilderness: wind, water, and birdsong.
Sanitation
Another challenge at the campsite is sanitation. The techniques of eliminating
body wastes and maintaining privacy, especially when part of a group, are
skills you can develop.
Urination is not a complicated issue, since urine is normally biologically
sterile, although it can cause odor problems too close to camp (try to keep
your toilet downwind from camp). Begin drinking fluids before you start
dinner so you can urinate before you go to bed and perhaps not have to get up
in the middle of the night. If nature calls in the middle of the night,
elimination is simplest outside the tent, but you can also use a pee bottle
inside the tent. This is common on mountaineering expeditions when weather
conditions may not allow you to go outside. Women can use a pee bottle with
a wide top or with a special funnel available from some backpacking shops
and mail-order companies.
Make your pee bottle at home. Choose a leakproof one-quart plastic bottle.
Mark the bottle so it won’t be confused with your other drink bottles that
might look just like it (also make sure you can identify it in the dark!). You
can use spraypaint or duct tape, but leave part of the bottle unpainted so you
can see how full it is.
Practice using your pee bottle at home first—the tent is not the place to
learn. A one-quart bottle handles about two to four average “pees.” Set up
your private indoor bathroom before you go to sleep: have your pee bottle
(and funnel), a small pack of tissues, a couple of premoistened towelettes, a
self-sealing plastic bag, and your light (a headlamp works best) nearby.
Always move your sleeping bag out of the way. After filling the pee bottle,
screw the top back on immediately. Let the tissues catch any drips if you use
a funnel, leave the funnel out to dry, and stash the tissues and towelettes in
the resealable plastic bag. Next day, empty the bottle (scatter the urine and try
to avoid hitting plants), rinse it if possible, and let it air dry.
Solid body waste. Always use a pit toilet or latrine when one is available.
When it is not, to deposit solid waste, travel 200 feet or more from camp and
any water source. Dig a cat hole 6–8 inches deep, squat down, and when
you’re finished, fill in the hole with soil and tamp it down. Mark your spot
with a rock or stick. Pack out all toilet paper in a resealable plastic bag.
If you have lost your ability to squat, figure out the position at home. Your
wilderness experience will be much easier if you have gained new leg
strength and flexibility. Here are some suggestions:
• Hold on to a small tree or low branches of a large tree, and balance
yourself over the cat hole.
• If you can find a small log or a rock in a private spot with soft soil
beside it, use it as a kind of a toilet seat while extending your buttocks
over the hole.
• Dig the cat hole near a log or rock that you can lean back into
(although this is tricky), and put something soft between your lower
back and the log or rock to prevent scrapes.
• Use your hiking stick for balance.
Many people report that half of their internal plumbing system refuses to
function smoothly while on wilderness trips. Of course, no one ever dies
from a few days of constipation. In some cases, constipation is due to
dehydration or a change of diet. Some people are susceptible to “inhibition
constipation,” which is probably triggered by being uncomfortable about
toileting in the outdoors. Inhibition constipation can be overcome by first
understanding that you are not the only one who has experienced it.
Try drinking something warm. Take the time to find a pleasant spot far
enough away from camp that affords absolute privacy. Allow yourself plenty
of time to relax and let nature take its course. If you’re on a trip with a tight
schedule, then plan to wake up earlier if you need to so you’ll have enough
time. You can even prepare your latrine ahead of time. Be careful where you
dig a hole, though. You don’t want some unsuspecting member of your party
tripping in it.
Feminine hygiene. For women, the decision of whether or not to travel in
the wilderness during menstruation depends on experiences at home. If
cramping and flow are normally no problem, you’ll find your menstrual
periods in the wilderness are only slightly inconvenient. Bring along
resealable plastic bags for used sanitary products, extra tissues, and
premoistened towelettes. Always pack in a full supply of sanitary products.
Even women with menstrual cycles that usually run like clockwork may find
that altitude, heavy exercise, or excitement can alter the normal pattern. If
you don’t end up using most of your supplies, there may be a less-prepared
woman in the group who might be very grateful for your foresight.
In the event you run short of supplies, small clothing items or
handkerchiefs can be used. Secure to underclothes with safety pins (make
sure to bring some). When your improvised items need washing, wash them
out at least 200 feet away from any water source, or bag them up in a
resealable plastic bag and pack them out as you would with used sanitary
products.
Don’t burn used sanitary products, premoistened towelettes, or toilet
paper. They usually won’t burn completely away, since they’re damp and
made of nonflammable substances in addition to paper.

Bathing
How to live without the conveniences of a bathroom is a major concern for
beginners, but life without a shower is simple to master. On shorter trips, you
won’t need to wash your whole body, your hair, or your clothes. For
freshening up, use premoistened towelettes or baby wipes, but remember, for
this type of convenience, you will be carrying in extra weight that you will
also have to carry out.
On longer trips, bathing can be a welcome refresher. Often you can find a
good swimming hole to rinse off the day’s dust, but don’t ever use any soap
or shampoo! Fish can’t swim in soap, and a person or an animal might be
drinking the water just downstream.
Bathe a minimum of 200 feet from any water source. The simplest bathing
facility is the largest cook pot you have brought along. (Lightweight plastic
fold-up basins can serve as a minibathtub for washing feet and clothes, but
this extra weight is probably justifiable only on longer trips.) Use only
biodegradable soap, only if necessary, and use it sparingly. With a sunny site,
you can wash with cold water. If you have enough fuel, heat some wash
water or use any clean hot water left after washing dishes.
For full luxury, bring a portable plastic minishower bag, which, when
filled with water and left on a sunny rock for a few hours, gives you an
adequately warm shower. The bag is also useful for bringing water to camp
or your shower location. A shower bag that holds one and a half gallons is
fine for a two-person shower, including hair rinsing, if you are each
conservative in your soap and water use. Remember to put your shower setup
in a place where the runoff does not go within 200 feet of a water source. If
possible, stand on a rock to keep your feet clean. Arrange your after-shower
clothes for easy access. If there are other people around, rig a shower
enclosure with your poncho, some rope, and a couple of trees.

Campfires
Many hikers look forward to the pleasure of a campfire. However, many
wilderness areas prohibit campfires, especially in the summer. The short
growing season of the alpine and timberline zones poses severe challenges to
the survival of the unique plants and animals existing there. Campfires are
rightfully prohibited in these areas. Leave dead wood to build soil or for
someone to use in an emergency.
Actually, you rarely need a fire. Camp stoves are much more practical for
cooking; a candle lantern or buddy burner will produce as much light; and
your high-tech clothing will keep you warm. Also, a fire will advertise your
location to every bear in the forest.
If you do have a fire, keep it small. Bonfires waste large amounts of wood
and are difficult to extinguish. Besides, you’ll enjoy the closer
companionship of your friends as you crowd around the glowing embers of a
small fire. Always use existing fire rings at sites where fires are permitted.
Never build a campfire on duff, since duff burns and could start a wildfire.
Make sure your fire is completely out before you turn in. Empty your
water bag on it, and stir the coals to make sure you’ve found all the hidden
hot spots.

SAFETY CONCERNS
Poison oak, ivy, and sumac thrive in moist riparian (streamside) ravines and
canyons, but they sometimes also grow on dry hillsides. They grow only
below 6800 feet elevation. The maxim “leaves of three, let them be” is a good
one, although poison sumac is a shrub with seven to thirteen paired leaves
with red stems and berries of varying colors. Learn to recognize these plants
and to distinguish them from other three-leaved plants (wild blackberries, for
example) that are harmless.
These plants contain oil that is very irritating to the skin. Beware that the
oil can get on your clothing, your dog, and your trekking poles and can stay
until you wash it off. By wearing long pants and a long-sleeved shirt, you can
keep skin contact to a minimum. In the fall, poison oak loses its leaves but
still retains its irritating oil. Learn to recognize the stem color and structure of
the plant before you do any cross-country hiking among the leafless plants.
All parts of the plant contain urushiol, a toxic oil. When absorbed into
your skin, it sets off an allergic reaction of blisters and intense itching. Old
remedies including calamine lotion and naphtha soap are far less effective
than solvent-based lotions such as Tecnu or Zanfel. For effective treatment of
exposure to these plants, see “Poision Oak, Ivy, or Sumac” in Chapter 13,
“Ouch! First Aid in the Backcountry.”
Ticks. When hiking along overgrown trails or bushwhacking (traveling
cross-country in brushy terrain), check yourself frequently for ticks. These
small blood-sucking parasites normally feed on wild and domestic animals.
They lie in wait on the tips of grasses or shrub branches along hiking or game
trails, dropping onto warm-blooded creatures (including you) that come
along.
If you’re in tick country, wear light-colored long pants and a long-sleeved
shirt. Tuck the hems of your pants into your socks or gaiters for further
protection. Wear a scarf around your neck, and wear a hat.
Scan your clothing and that of your hiking partners for ticks, and brush
any off before they crawl out of sight. If a tick successfully hitches a ride on a
human host, it usually crawls to some protected place underneath clothing
before choosing a spot to attach itself. By visually checking yourself often,
and by being aware of the slightest irritations on your body, you can intercept
the tick before it digs in.
If it does bite, you will probably be aware of an itchy irritation or a sore
spot. Ticks can be difficult to remove when attached. For instructions on
removing ticks and treating their bites, see “Animal and Insect Exposure” in
Chapter 13, “Ouch! First Aid in the Backcountry.” Lyme disease and Rocky
Mountain spotted fever are serious diseases that can be carried by ticks. If
you see a red ring spreading outward from the bite, that may indicate Lyme
disease, which can produce arthritis-like joint problems. See your doctor for
tests and treatment.
Other safety issues involving larger critters are covered in Chapter 10,
“Close Encounters of the Animal Kind.”
Taking in expansive views over the McGee Creek area from a high point above Pioneer
Basin in Inyo National Forest (Photo by Dan Girard)

GETTING UP HIGHER
Getting up into the higher elevations brings new experiences, exquisite
views, and unique challenges.

Mountain Seasons: When to Go?


Most backpackers visit the mountains from late spring through early fall. In
the alpine (high mountain) and timberline (upper limit of tree growth) zones,
these warm seasons may be compressed into a period of just a few weeks, so
you may have to time your visit carefully. A severe winter may have left high
passes blocked by snow into August, and swollen streams at lower elevations
may have knocked out bridges or rendered some streams impassable. Be sure
to inquire with the local controlling agency (National Park or Forest Service,
etc.) before your visit.
In the big mountain ranges of North America, such as a fairly typical
range like the Sierra Nevada, the early summer months of June and July are
the best time for flowers but also the time for rain and mosquitoes. In August
and September, sunny weather usually prevails in the morning, but clouds
building over the higher peaks signal that all prudent hikers should be ready
to seek refuge from the rain, wind, and lightning that might start by early
afternoon. Early autumn—anytime from mid-September through October—is
the best time to enjoy the fall colors of aspens, cottonwoods, and maple trees.
Mountain weather in the early autumn is usually calm and stable, but this is
also when the season’s first snowstorms can arrive.
Deer hunting season in the national forests and other public lands usually
starts in mid-September. Check with your state fish and wildlife agency or
local sporting goods stores for schedules and maps, and avoid the zones
where most deer tags are sold. Lower elevations on a range’s more populated
side can be filled with deer and hunters. Alpine areas have few deer and
fewer hunters. You should still be extra careful: wear bright colors and make
your presence known. Better yet, visit state and national parks, where hunting
is prohibited.

Altitude Effects
Air at higher altitudes is both thinner and drier. Both of these characteristics
affect the local climate. Temperatures tend to be much cooler than in the
lowlands, and they can swing from warm daytime highs to bone-chilling
nighttime lows.
While trying to keep cool in the midday sunshine, you may be tempted to
shed as much clothing as possible. Think twice. Ultraviolet radiation is
intense at altitude. Bombardment comes from all directions as UV reflects off
of snow, rocks, and water, even penetrating cloud cover.
Unprotected skin at high altitude burns quickly. Your face, arms, and
backs of your hands are affected the most. Apply sunscreen frequently and
liberally with a sun protection factor (SPF) of thirty or greater. Cover up with
a long-sleeved shirt and a wide-brimmed hat. You might wear a bandana
under your hat or visor to cover your ears and the back of your neck. Some
hats have skirts for the same purpose. To protect your hands, wear
lightweight cotton gloves during the day.
Wear sunglasses or glacier glasses (sunglasses with side shields) with a
100 percent UV absorption rating. Exposure to high-intensity sunshine and
excess UV can cause snow blindness. Repeated episodes of UV overexposure
may trigger serious vision problems like cataracts later in life. Chapter 12,
“Winter Snow Travel,” tells more.
How to Acclimate
Thin mountain air is refreshing once you get used to it, but that can take some
time. If you live at sea level and have little experience at high altitude, you
should plan a series of trips at increasing altitude to acclimate and acquaint
yourself with it.
Don’t expect to accomplish too much in the first days of your trip, and try
to restrict your camp changes to an increase of 2000 feet of altitude per day,
adding a day of rest when needed. You will be more comfortable sleeping
low and hiking higher during the day. Your body is making changes that
require you to drink a lot of water and learn to take much larger breaths, even
while you’re sleeping. Your appetite may suffer, and you may get mild
headaches, but these are easily treated. Some people find that they acclimate
faster on subsequent trips, though this is not proven. During altitude
acclimation, while at rest or asleep, many people tend to fall into an
alternating cycle of rapid breathing and very slow or stopped breathing
known as apnea. This is not unusual and should lessen with time.
Anyone can be affected by high altitude symptoms. Some people are
genetically unable to acclimate to high-altitudes, sometimes as low as 8000
feet. And anyone can develop a dangerous and life-threatening malady
known as acute mountain sickness (AMS). See “Altitude Illness” in Chapter
13, “Ouch! First Aid in the Backcountry.”

MOUNTAIN TRAVEL RISKS


Snow and lightning offer special challenges to the alpine traveler. Being
aware of these challenges is the first step toward staying safe.

Snowfields and Ice


Sometimes snow can be helpful for travel on cross-country routes by
covering brush, boulders, and downed logs on the less-steep terrain to make
for smooth travel. Watch out for the holes around rocks, bushes, and trees
that will try to capture your leg. Be especially careful when you cross snow
bridges over streams, since these will eventually collapse as the temperature
warms.
When trails are obscured by snow, you may have to follow blazes (ax
marks in the trees) or other markers. Shallow trail depressions are often
visible on the surface of the snow, and the cut ends of fallen logs or broken or
trimmed branches on live trees mark the way. Where snow is present, a trail
hike can often turn into a cross-country ramble, so keep your map handy, stay
alert, and be prepared to use your navigational skills.
Ice-covered lakes pose another hazard. It can be all too tempting to
venture out on what may appear to be thick ice. If the ice breaks, it’s almost
impossible to haul yourself out. Without a rope to toss or special equipment,
a would-be rescuer can easily fall into the same trap. Walk around the lake
instead of walking across it.
High passes may be choked with snow after a heavy winter. In the
morning, and again late in the day, these slopes may be too icy to cross,
especially if a slip and fall could result in a long and fatal slide. An ice ax,
crampons, and the skills to use them may be essential for safe passage.
Instead, bide your time and wait for the snow to soften enough to kick steps.

Sunscreen and sunglasses are particularly important at high altitudes, where UV exposure
is strong. (Photo by Dan Girard)
Lightning
In many mountain areas, the pattern of crystal-clear mornings, afternoon
thunderstorms, and clearing evenings repeats like clockwork for days on end.
If you’re planning to cross a high pass or climb a peak, the wise thing to do is
get an alpine (early) start, and get off the peak well before the clouds move
in.
Sometimes there’s not much advance warning for these storms. First
there’s a billowing cloud above, then hail, then the first lightning strike
somewhere nearby. As the charge builds, your hair may stand on end, and
sparks (a corona discharge) may jump from eyeglasses, pack frames, or other
metallic objects. If this happens, you’re clearly in trouble, and a lightning
strike is imminent. The types of lightning strikes that can cause injury are:
• direct hit
• splash hit: jumping from one object or person to another
• step hit: a series of strikes in rapid succession
• pressure waves: lightning’s explosive force, which can result in blunt
trauma
To determine the distance between yourself and a bolt of lightning, count
the seconds between the visible flash of lightning and the audible crack of
thunder: five seconds equals a mile. If lightning is imminent, immediately
assume a position as low as you can. To avoid ground currents, crouch low
on something insulating like your pack, but do not sit on it. After the strike,
move quickly downhill. When you feel the charge building again, get into a
low position as before. Ice axes, tent poles, and metal trekking poles should
be carried horizontally or abandoned if lightning is a threat. Do not huddle in
a group—spread out.
Any tall object reaching above its surroundings is a highly probable target
for a lightning strike. Obviously, you do not want to be that object. Sharp-
edged objects also have a tendency to attract lightning discharges. A good
strategy, then, is to find a safe haven in a low spot close to but not directly
under an object such as a tree that will attract a strike away from you. A 30-
foot-tall tree offers some protection if you’re 20 or 25 feet away from it.
When seeking a low spot, don’t position yourself in a soggy basin, along a
creek, along the base of a cliff, close to cracks in a rock, or at the entrance of
a cave (the interior of a spacious dry cave is okay). These places are likely to
conduct ground currents and are not safe. If you are down lower, avoid being
struck by seeking shelter in low growth in the forest, in a ravine or valley, in
a car with the windows rolled up, or in a shelter that has electricity (which
will conduct a strike into the ground).

AS YOU PROGRESS
As you develop new skills and perspectives, remember that mastery requires
time, patience, and experience. Remember to be patient with yourself and
with others. Bring your powers of reasoning and judgment with you into this
new environment. Take responsibility for yourself as well as for others, and
enjoy your supreme outdoor adventures.

That was fun! Where to next? (Photo by Pauline Jimenez)


Close Encounters of the Animal
Kind
Robert L. Feuge

One of the greatest rewards of traveling through wilderness is the opportunity


to see wildlife in their natural habitats. In the wild, you will see biological
diversity that you won’t ever see in urban settings. It is heartwarming to
observe a mother bear cavorting with her cubs alongside a stream, to see a
majestic elk in the forest, or to watch a mountain goat on a high rocky crag.
As you hike along, keep in mind that the terrain you are passing through is
the natural domain of wild animals and that you are intruding in their natural
setting. As an intruder, you should do your best to avoid disturbing the
inhabitants. As you hike, observe and be careful to leave little or no trace of
your passage.
You will increase your chances for such sightings if you move quietly and
observantly through the countryside. Sometimes, though, moving silently
along a trail can lead to a sudden encounter with a wild animal. You may
come around a bend in the trail and there in front of you is a bear. How you
react during the first few seconds of that unexpected encounter may
determine whether the meeting is enjoyable or turns into a dangerous one.
This chapter contains information about how to manage such encounters with
a variety of animals.
Elk in Yellowstone National Park, Wyoming (Photo by David M. Gottfredson)

SOME DOS AND DON’TS ABOUT ANIMAL


ENCOUNTERS
Do Not Feed Wild Animals
No matter how cute, cuddly, or tame a wild animal appears, never give it
food. (Some human foods are harmful to the digestive systems of animals.)
When animals develop a taste for human food, such as the goodies you carry
in your pack, they may come to eschew their natural food sources and
develop a dependency on human food. Reliance on such unnatural, sporadic,
and unpredictable food sources may reduce the animal’s chances for survival
in the wild. How often will a soft-hearted backpacker come by and freely
offer food to an animal? Rarely! Or carelessly leave it by the trail? Hopefully
not too often! If this happened, they might begin to look at humans as a
source for their food. By coming to depend on such gratuitous and random
sources of food, wild animals may lose their instinctive fear of people, one of
their natural predators. This process of habituation can become destructive to
the animal and dangerous to humans.

Though a marmot may look tame and friendly, you should never feed it or any other wild
animal. (Photo by Blake Cournyer)

A classic example of habituated animals is the black bears of Yosemite


National Park. They raid trash cans and campgrounds for food, undeterred by
human presence. These animals become not only pests but a potential danger
to humans. If it is hungry enough, even a black bear will attack you to get at
food. Therefore, never get between a bear and what it perceives as food.
When animals do become dangerous, they are either tranquilized and
evacuated to remote areas or are destroyed. “A fed bear is a dead bear,” states
Stephen Herrero, a leading authority on bear ecology, behavior, and attacks.
Dead animals should never be the result of wilderness travel.
Also, the very act of feeding a wild animal can also be dangerous. Some
animals do “bite the hand that feeds.” If bitten, you risk infection, rabies, or
serious injury.

Never Harass Wild Animals


Even if it seems to you that the animal would suffer no harm, do not throw
rocks, chase, provoke it, or invade its habitat, unless such actions are
necessary for your self-defense. Photographers, in particular, are frequently
guilty of unwittingly harassing animals to get better pictures. In doing so,
they risk retaliation. A harassed mother bear can charge and even kill a
person if she feels her young are under attack. It’s better to remain quiet and
observe or photograph animals from a safe distance. The objective in
wilderness travel should be to witness animal behavior, nothing more.

Do Not Handle Wild Animals


The practice of handling wild animals, even if they appear tame and friendly,
carries risks just as feeding or harassment does. Wild animals carry fleas and
ticks that may spread Lyme disease, Rocky Mountain spotted fever, and other
diseases. Further, handling wild animals also promotes harmful habituation
and increases your risk of being bitten. Some wild animals may carry rabies.
Handling may result in injury to the animal as well. Handling young animals
(especially birds and eggs in nests) can result in parental abandonment.

Do Not Attempt to Help Wild Animals


In the wilderness, you may occasionally come upon an injured or abandoned
animal. Being compassionate, you’ll want to intervene and provide
assistance. According to many naturalists, however, human intervention is
not the best course of action. Animals have natural defensive abilities that
may be thwarted by human actions or human scents, thus leaving them even
more defenseless. A doe, for instance, may deliberately abandon its young
fawn to lure a would-be attacker toward her and away from its offspring. In
such situations, the fawn simply lies down and waits motionless for the doe
to return and lead it away. A fawn has no odor, so if someone handles it and
imparts a human scent to it, its mother might abandon it. Similarly, injured
animals in the wilderness should be left to nature’s course of action. As
heartbreaking a thought as this is, it’s best in the long run.

ENCOUNTERS WITH BEARS


Suddenly encountering a bear in the wilderness is very exciting but also
potentially dangerous. At first, the hair on the back of your neck may stand
up and your pulse will quicken. But don’t panic! In that brief instance of first
contact, it is extremely important for you to keep your wits about you and
coolly assess the situation. Think before you act! Ask yourself, “What species
of bear am I dealing with?”
Bear Identification Process
Okay, you’ve encountered a bear—is it a grizzly or a black bear? Knowing
which type of bear you are dealing with is all-important in managing and
surviving the encounter. Location, appearance, and behavior are all keys to
identification.
Location. In that first instant of meeting, quickly recall where you are
hiking. If you are hiking in California, you are automatically dealing with a
black bear because there are no grizzlies left in California. However, if you
are hiking in the Rockies, the Cascades, or in more northern climes such as
the Canadian Rockies or Alaska, you may be dealing with either species of
bear.

Figure 10-1. Comparative ranges of black and grizzly bears


On the North American continent, the range of bears has shrunk to
encompass only the larger mountain ranges of the West, a few mountainous
areas in the East (see Figure 10-1), and several wild areas of the South. Black
bears are found in all of those areas. The grizzly, however, has been hunted to
near extinction in the United States and now exists mostly in the Rocky
Mountains, particularly around Yellowstone and Glacier National Parks, plus
the Cascades. A few grizzlies have been seen as far south as Washington’s
Mount St. Helens area, and they also exist in the provincial and national
parks of western Canada and in Alaska. Alaska is a prime habitat for both
black bears and grizzlies, as well as for the coastal variety of grizzly known
as the Kodiak or the Alaskan brown bear. All grizzlies should be regarded as
dangerous, though it has been estimated that there are now only about 50,000
grizzlies in North America. Northern Canada is home to polar bears, another
dangerous bear species.
Appearance. Look specifically at the bear’s nose, back, and paws, in that
order. Figure 10-2 shows some of the anatomical differences between black
bears and grizzly bears. Notice that a grizzly has an upturned snout, a
noticeable hump on its back above its front legs, and very large claws. From
a distance, the quickest way to classify the bear is, if there is a hump on its
back above the front legs, it is a grizzly. Secondarily, if the snout is dished
(concave), you have confirming proof that you are dealing with a grizzly.
Lastly, check the claws—though if you are close enough to gauge the size of
the bear’s claws, you may already be in trouble.
Figure 10-2. Comparative physical characteristics of black and grizzly bears: A, black
bears, despite their name, range in color from black to brown to cinnamon; B, grizzlies are
generally brown in color and larger than black bears.

• Color. All grizzly bears are some shade of brown, ranging from tan to
dark brown, but contrary to their name, all black bears are not black.
Some may be brown but others may be tan, cinnamon, blond, gray-
blue, or even white. Color of the bear’s coat, therefore, is not very
useful in categorizing bears. If the bear that confronts you is brown,
treat it as either species, be wary, and consider other features.
• Size. Grizzlies are generally much larger (longer, taller, and bulkier)
than their cousins the black bears. A male grizzly may weigh 600
pounds or more, whereas the average male black bear might weigh in
around 400 pounds. If the bear is brown and very large, you are likely
dealing with a grizzly, although grizzlies are relatively rare.
Behavior. There are behavioral differences between species of bears.
Black bears are generally shy, preferring to avoid humans unless they are
habituated or extremely hungry. If the bear sees you but does not seem to be
concerned about you, it is likely a black bear. It will not act aggressively
unless it is protecting its young or desperate for your food.
On the other hand, if the bear is a grizzly, it may immediately become
volatile, territorial, and aggressive. It may face you, rear up on its hind legs,
orient, and try to get a whiff of your scent as part of its threat assessment.
Make no mistake, it is studying you and looking for a reaction. If the bear
woofs at you and seems agitated, regard it as a potential threat. Try to slowly
and quietly disengage from the scene. As you retreat, keep a wary eye on the
bear lest it follow you, but do not stare at it. Staring may be interpreted as a
hostile action. What seems threatening to a grizzly may not coincide with
your idea of a threat. Grizzlies generally react badly to abrupt encounters and
radical moves, so don’t make any threatening moves or make bluff charges at
it. This may trigger a grizzly to charge, maul, or even kill you.

Knowing Bears
Bears and their diets. All bears are omnivores and live mainly in forested
areas. Between the two species, black bears are more herbivorous than
grizzlies. Bears will eat almost anything, including nuts, berries, bark,
insects, fish, and small animals. Black bears will leave forested areas to raid
human food sources such as trash bins and dumping grounds. In addition to
the above, grizzlies will also prey on large mammals, including deer, elk,
caribou, and even its cousins, black bears. For that reason, smaller black
bears will avoid areas inhabited by grizzlies.
A bear’s diet will change with the seasons and the climate. Bears spend
much of their waking hours foraging far and wide for food, moving mainly
on established trails, along stream banks, or through wildlife tunnels in dense
vegetation. A grizzly may range for hundreds of miles in search of food.
Bear capabilities. Much of the conflict that occurs between humans and
bears stems from the human’s underestimation of the bear’s mental, sensory,
and physical prowess. Bears are not far behind monkeys in order of
intelligence and, of course, monkeys are just behind humans. Bears are
extremely curious animals that tend to investigate whatever piques their
curiosity. While humans rely primarily on visual sense, bears rely on a very
keen sense of taste and smell, which is said to be about six times better than
ours. Bears will readily investigate unusual odors, not necessarily those
related to what you would call food. They’ll check out sunscreen lotion, fuel,
toothpaste, and lipstick, to name a few. Relative to humans, bears are
superior in strength, probably poorer in vision, and probably equally
endowed with regard to hearing. Despite their ponderous appearance, they’re
quite capable of outrunning humans, climbing trees, and swimming.
Endangerment of grizzly bears. Grizzly bears are listed as threatened on
the Endangered Species list. Mostly because of habitat changes in the
Northwest, bears have been restored to endangered status in the greater
Yellowstone area.
Preventing Bear Attacks
Since 1980, there have been only sixteen unprovoked attacks by black bears.
The best way of preventing a bear attack is to avoid confronting them,
surprising them, or threatening them in any way. Never, never, never
approach a bear or stalk one, trying to get a better photo.
Avoid a mother bear and her cubs. Never do anything to threaten cubs
or get between a mother bear and her cubs. If you see cubs, back away from
them. The mother bear is almost certainly nearby and more than willing to
defend her cubs aggressively. If you do somehow provoke a mother bear with
cubs, she may posture and charge at you. Do not run, but retreat as quickly
and as unthreateningly as possible. Allow some time to pass. Once the
mother bear perceives that you mean no harm, she will gather her cubs and
retreat into the wilderness. That is your cue to go the other way.
Make noise. In grizzly country, it’s wise to make noise (sing, talk loudly,
ring bells) as you hike along the trail. This noise will alert the grizzly to your
presence and eliminate chances for an abrupt and potentially dangerous
meeting.
Look for bear signs. As you walk along, stay alert! Look about you for
signs of grizzly presence, such as claw marks on trees, scat (feces), and large
paw prints on the trail. Grizzly paw prints are astonishingly large and
unmistakable with those large claw marks. If you do spot evidence of a
grizzly, if you think you might know where the bear is, circle widely, staying
downwind of where you think the bear might be, or simply abort the hike.
With grizzlies, you have little or no control of the situation once you meet, so
aborting the hike may be the wisest course of action. Live to hike another
day.
Women and bears. Is it foolish for women who are menstruating to go into
areas frequented by bears? Experiences vary. Plenty of menstruating women
have visited bear country without incident. Female bear-keepers at zoos
report that no additional precautions are taken around animals, nor have any
been recommended, during their menstruation. There has been only one
report of a menstruating woman being fatally mauled. A basic precaution is
suggested in the book Bear Attacks: Their Causes and Avoidance (see
“Resources” at the back of this book): Wear unscented tampons, not pads.

RESPONDING TO A BEAR ATTACK


Grizzlies. If a grizzly does attack, it is likely responding to what it considers
a territorial dispute. You are the intruder, and it regards you as a threat! When
it charges, you have only one option: play dead! (see Figure 10-3). By all
means, do not turn and run! Sometimes a grizzly will make what is called a
“bluff charge” and it does not really intend to maul you or kill you but merely
intend to drive you away. When a bear charges at you, you have no way of
knowing what its intent might be, so playing dead or remaining motionless
may alter the animal’s perception that you are an immediate threat. A passive
response may result in some posturing and possibly some aggressive
behavior, but generally the bear will not continue its attack once it has
asserted its dominance.

Figure 10-3. Positions for “playing dead” during a grizzly bear attack: top, hands behind
neck, with arms protecting the face and side of the head; bottom, fetal position, lying on
one’s side

Occasionally, grizzlies will view humans as food. If that is the case in


your encounter, this is really bad news. If the bear begins to maul you, at that
point, change tactics and do whatever is possible to save your life. Scream!
Kick! Thrash! In the ensuing melee, try to keep your head covered but
definitely fight back! Force the bear to reevaluate its strategy. Do anything,
but don’t charge at the bear—that will only confirm that you are indeed a
threat and cause it to go for the kill with a vengeance.
If a tall tree is immediately available, you might try to break free and
outclimb the bear, but since grizzlies are fast and decent climbers (for such
large animals), that strategy may not work. If all else fails, stall for time with
the hopes that the grizzly will lose interest in you or that help will arrive.
Keep fighting and continue to shout for help. Your best strategy, of course, is
to not get into that situation by being alert, detecting the bear first, and then
avoiding it altogether.
Black bears are not prone to attack humans without provocation. Most of
these attacks have been over ownership of food, particularly fish. Anglers are
particularly vulnerable because fish smells are all about them and their
equipment. A bear won’t stop to distinguish between fish and human meat. A
few of the rare black-bear attacks on humans have likely been predatory. That
is, the bear may have perceived a child or a small adult as food. If such a rare
event happens, don’t be passive! Defend yourself or your child—kick, yell,
throw rocks, or hit it with a sturdy limb. If you are successful in making
yourself a threat, the black bear will usually relent and back down.
Don’t climb a tree unless you are very athletic, since black bears can
probably climb a high tree much faster than a human can. If you do choose to
climb, go as high as you possibly can.
Pepper spray. Another tool to defend yourself is pepper spray. If a bear
decides to take your food or attack you, using pepper spray may be the only
effective way to ward off both species of bears. According to research by
Stephen Herrero and Andrew Higgins, pepper sprays that contain capsaicin,
or extracts from the variety of tropical plants of the genus Capsicum, drive
away bears if sprayed from a short distance directly into their faces and eyes.
Pepper spray seems to be effective with both black bears and grizzly bears
but less effective with a mother bear protecting her young.
The spray, however, does not prevent bears from returning later, nor is it a
bear deterrent. You cannot keep bears away by spraying your clothing or
camp equipment ahead of time. In fact, research has shown that bears seem to
be attracted to red pepper sprayed on an object. Remember that bears will
sample anything they smell that might be food, including water bottles and
even fuel bottles. So do not spray your tent, clothing, or sleeping bag, and
before you leave home, ensure that your spray canister actually works.
When in bear country, keep the spray canister handy, in a holster or
clipped to your shoulder strap. If you see a bear, assess the situation and
ready your spray canister if needed. If it behaves aggressively, position
yourself so you don’t spray into the wind (causing the spray to blow back
into your face, disabling you instead of the bear), and when the bear is within
ten to twenty feet, spray continuously and directly into its eyes, nose, and
mouth. Pepper spray is effective only when it is sprayed directly into a
bear’s face. This action will probably halt the bear’s progress but may not
drive it away. Spray again and again until it leaves. If the bear is after your
food, it will probably be back later.
The good news is that research has shown that pepper spray does not
enrage bears or lead to an escalation of the encounter, so it is a good idea to
use spray when necessary. If you are with a group of hikers, everyone should
have a spray canister and know how to use it.

CAMPING TECHNIQUES IN BEAR COUNTRY


When selecting a campsite in bear country, it’s best not to camp immediately
alongside a trail or a stream, because bears travel in those areas searching for
food. Bears also like to investigate regularly used campsites, usually at night.
They have likely found unprotected food there before. If you detect tracks,
scat, or other signs of a bear (for instance, claw marks on trees) in the vicinity
of your selected campsite, keep moving and pick another site.

Figure 10-4. An ideal campsite in grizzly bear country


At the campsite, try to eliminate food odors that may attract bears (see
Figure 10-4). Cook downwind and away from the main campsite, and pack
out food residue. Bury fish remains as deep as the soil allows, well away
from camp, and wash fish odors from hands and clothing. Strain dishwater,
pack out any food particles, and scatter water 200 feet from camp and from
water sources.

FOOD STORAGE IN BEAR COUNTRY


If you plan to backpack in bear country for an extended amount of time, you
will need to carry a lot of food with you, so you will need a strategy to
protect your food from bears and other animals. Take into account what food
storage capabilities the Park Service or Forest Service may provide in the
area where you intend to hike. You likely will also need specific gear in your
backpack to protect food.
Bear-proof boxes. Many state and national parks provide bear-proof
boxes at campsites to prevent bears from stealing food. If you are fortunate
enough to camp at such a site, using a bear box is an easy and convenient
way to protect your food. However, be aware that they are being phased out
in some locales in preference to bear canisters. Before you depart, check with
the appropriate wilderness authority about food protection.
Bear boxes are heavy metal boxes that are firmly anchored to the ground
(see Figure 10-5). Each box has dual latches on a heavy, front-facing door.
This system operates on the assumption that bears lack the manual dexterity,
patience, or intelligence to open two separate latches simultaneously and
allow the door to drop down. As I write, a mother bear somewhere in
Yosemite is teaching her cubs how to open the boxes.
Where bear boxes exist, all campers in the area are expected to store their
food in the same box, so it’s best to keep your food well organized and
marked in some manner (for example, in a stuff sack with your name on it) so
that you can readily distinguish it from another hiker’s food. All bear box
users are expected to keep the box fully locked except when depositing or
extracting food. Upon leaving the campsite, be sure to check the bear box and
ensure that you have actually removed all of your food. Also, be certain that
you are taking only your own food. If you take someone else’s food, your
next animal encounter may be an angry Homo sapien!
Figure 10-5. Bear-proof box with double latch and chain

Bear-proof food canisters. When you are hiking outside of state or


national parks, you may not find bear boxes or other bear-proof food storage
methods at your campsites. One popular technique is to use portable bear-
proof food canisters. They can be purchased for around $100, and many
sporting goods retailers rent them or sell them used. Generally the lighter
they are, the more they cost. They weigh between two and three pounds and
come in different sizes so you don’t have to carry a larger one than you need.
Depending on the type of food you bring, a bear canister will likely carry a
three- to seven-day supply for one person.
Cylindrical in form, the canisters fit readily within most backpacks but do
take up a lot of space. Even so, make sure it fits into your pack, but if it
doesn’t, you can strap it securely onto the outside of your pack. Either way,
make sure you work out the configuration well, and test it before you go.
In addition to food, you need to store toiletries, sunblock, and anything
else with a scent in the canister. You can store clothing or other items in the
canister to fully use the space in your pack. And, they are also useful to use
as a stool to sit on while cooking or chatting around the campfire.
They are strong enough to withstand the onslaught of bears yet light
enough to pack. Once in camp, you need not hang the canister but just leave
it out near camp. The canisters are virtually indestructible and, most
importantly, they maintain their structural integrity in the grasp of bears so
that food inside is not harmed. Bears may fumble with the canisters for a
while but eventually abandon them for easier pickings. For these reasons, do
not leave it near a river, lakeshore, or steep dropoff. Canisters are highly
recommended for those who plan to backpack in the wilderness.

Grizzly attacking a bear canister (Photo by Garcia Machine)

For the technically minded, the canisters are made of various types of
plastic or carbon fiber, generally measuring approximately twelve inches long
and nine inches in diameter, but they come in several sizes: smaller for
overnight trips and larger for weeklong adventures. For some canisters, the
latch system opens easily with a coin, and others require that you turn the lid
in a way similar to opening a medicine bottle. Bears lack the manual dexterity
to open these canisters. Though that same mother bear in Yosemite is now
counseling her young cubs to carry a nickel with them at all times!
The National Park Service has done extensive testing with food canisters
in bear country (Yosemite, Glacier, and Yellowstone National Parks) and has
established that they are effective at keeping food from bears. As a result,
bear-proof food canisters are now recommended, and in some parks required,
as a means of preventing bears from stealing human food.
Bear-proof sacks. A bear-proof sack is basically a stuff sack made of a
highly rugged fabric that is somewhat like the material used to make
bulletproof vests. Bear-proof sacks measure about eight inches by twelve
inches and have sturdy draw cords used to close the sacks.
Unlike canisters, the sacks should be hung in trees where possible (much
as you would use a bear bag), cached in rock crevices, or placed on the
ground at least 300 feet from camp. While the sacks offer some security, they
do not eliminate food odors, and bears will still be attracted to them.
If a bear succeeds in getting to the sack, it probably will not be able to
penetrate the bag and take food. But in the process, the bear may crush some
of the food inside the sack and/or leave saliva on it, making some of the
foods inside unusable.
Bear-proof sacks do have some advantages over canisters in that they are
lighter, more easily stored in packs, and cheaper than canisters, but they are
not rigid enough to prevent bears from crushing the food they contain. You
might consider using a bear-proof sack to protect food that can withstand
being crushed (for instance, granola) and put the rest in a canister.
Is there an alternative to a bear canister or bear-proof sack? Yes!
Before bear-proof containers were developed, hikers had to hang their food in
trees. However, bear canisters have made hanging food a less-used option.
Some hikers still hang their food in trees so as to keep their pack weight
down, but many hikers find bear canisters more convenient. Techniques to
hang your food require a lot of skill, dexterity, and practice to implement
effectively. Unless you have practiced and learned a method to hang food to
the point of mastery, we do not recommend that you employ it. An
unsuccessful attempt can cause you to go hungry on a multiday trip or can
even cause a bear to be euthanized if it becomes a nuisance. If you would like
to save the weight in your pack, there are many resources that can instruct
you on proper food-hanging techniques. Backpacker Magazine has videos
that show you how to properly hang bear bags in trees (see “Resources” in
the appendix).
A word of advice: Circumstances may change and, as a result, you may
need to adapt to new conditions. By knowing several techniques and packing
accordingly, you will be fully prepared for anything. A twist on the old Boy
Scout motto goes “be prepared or be repaired.”
In summary, when you plan to venture into bear country, prepare for an
encounter ahead of time. Think about how you would manage such an
encounter. Take appropriate gear with you to protect you as well as your food
and be skilled at using it. In other words, practice before the big show!

ENCOUNTERS WITH MOUNTAIN LIONS


Also known as cougars or pumas, mountain lions are stealthy and elusive
creatures. You may hike your whole life and never see a big cat in the
wilderness. Hikers who have encountered mountain lions are impressed with
their sleek beauty and graceful movement. But behind that calm facade lies a
dangerous animal.

How to Recognize a Mountain Lion


Location. Mountain lions are generally located in mountainous regions west
of the Mississippi River, but small groups of them have moved into states
around the Great Lakes. One of the largest concentrations of mountain lions
in the United States is in the mountainous regions of San Diego, Orange, and
Imperial Counties in California, where they are a protected species.
Cuyamaca State Park, in particular, has a relatively high density of big cats.
Appearance. Mountain lions are tawny in color and relatively large in
size. In the members of the cat family found in North America, only the
panther is larger. Mountain lions have unusually large tails. If you encounter
a large cat that is tawny in color and has a long, thick tail, it is a mountain
lion.
Diet. Mountain lions are carnivores and therefore are constantly on the
hunt for deer, elk, mountain goats, bighorn sheep, and other animals that
comprise its natural diet. They also prey on domestic animals such as cattle
and sheep. They stalk their prey relentlessly and attack when the advantage is
in their favor, usually from above and behind. For this reason, they are
classified as ambush predators. They generally pounce from above on their
prey, leaping from a limb, a ledge, or a large boulder. They dispatch their
victim with a vicious bite to the neck.
Mountain lions are ambush predators.

Mountain lions generally regard humans as a threat, not a food source, and
will therefore seek to avoid them whenever possible. Only in extreme cases
(such as dire hunger, defense, or illness) will a mountain lion attack and kill
humans. When this does happen, the offending cat is hunted down and killed
by federal or state game wardens to prevent further attacks.
Behavior. Stealth is perhaps the best way to describe the behavior of a
mountain lion. They are solitary, reclusive creatures that stay hidden much of
the time, usually in dense brush. When they do stalk and attack, they move
silently and rapidly to kill their prey. They hunt mainly at night but may
occasionally move about during the day.

Mountain Lion Attacks


The likelihood of encountering a mountain lion on a hike is very, very small.
Nonetheless, encounters do happen between mountain lions and humans.
According to the US Fish and Wildlife Service, there have been fewer than a
hundred dangerous encounters between mountain lions and humans in the
past century. Of those encounters, there have been only a dozen or so
fatalities, but the trend is upward due in part to governmental protection of
mountain lions and new housing developments encroaching on lion territory.
Mountain lions are territorial but roam widely in search of food, mostly at
night. Each mountain lion needs at least a hundred square miles of territory.
Overpopulation in a mountain lion’s domain can trigger territorial disputes
among the big cats. Such conflicts force weaker ones into new territory, often
land that is occupied by humans. When a cat invades another’s territory, one
or the other will be displaced. Often, the offending lion in an encounter with
humans is a young male that has been pushed out of its territory by stronger
lions and has become desperately hungry. These displaced lions then enter
human-populated areas looking for food. Pets and livestock become targets in
these circumstances, also increasing the risks for their owners who try to
protect their property. Most encounters between humans and mountain lions
result from such displacements, but some do occur when hikers are in
mountain lion territory.

How to Behave in Lion Country


When hiking in lion country, it is best not to hike alone. A group of humans
poses a much greater threat to a mountain lion than one person and therefore
decreases the chances it will attack.
If you are hiking in mountain lion country, do not allow a hiker to straggle
far behind the group. A mountain lion may zero in on that isolated hiker and
ambush him.
Figure 10-6. Mountain lion versus canine tracks—note the claws on canine prints.

As you hike, look around and be aware of what is going on around you,
taking the time to look over your shoulder occasionally. Look down the path
that lies ahead, scanning large overhanging limbs and boulders where a lion
might lie in ambush. While they are difficult to spot in foliage, they have a
big tail that may tip off their presence.
Learn to recognize mountain lion tracks (see Figure 10-6) on the trail and
distinguish them from canine tracks. Cats move with their claws retracted so
you will not see claw marks at the ends of their toes as you would with a
dog’s or coyote’s paw print. If you do see fresh mountain lion tracks, increase
your vigilance and plan your next move carefully.

Camping in Mountain Lion Territory


Unlike camping in bear territory, no special precautions need be taken to
protect your food in mountain lion country. A mountain lion is not interested
in your granola or your celery sticks. They don’t even like freeze-dried food!
They want meat.

Managing an Encounter with a Mountain Lion


If you do cross paths with a mountain lion, assess the situation and take bold
action. You must immediately convince the lion that you are a threat to it and
not its prey: Stare intently at it and shout as loud as you can. Do not break
eye contact and do not run! Its prey-chase instinct could kick in, and it might
chase you down and attack you. Raise your arms above your head (use your
trekking poles for added height) and make yourself appear as large and as
menacing as possible. Do not appear meek—unlike with grizzlies and the
need to play dead, timidity here is not the first approach.
During the encounter, however, try not to corner the animal. Cornered and
threatened, it may attack! Give the lion a chance to break off the encounter
and flee. To do so, edge away but maintain firm eye contact with the cat.
Continue to face it, and back away, even if it appears to be disengaging. If
you are hiking with a partner, slowly move away back to back so you can
keep eye contact with the lion while your partner makes sure you have a clear
path while retreating. Resist the temptation to run, as running changes you
from being a threat to being prey.
Given the opportunity to escape, normal mountain lions will disengage
after they have lost the element of surprise and after their initial attack has
failed. Once the cat has left, slowly move away yourself, keeping a wary eye
out for its return.
If the big cat does not disengage, keep it at bay and edge away from it in
the direction of help. Use pepper spray if you have it. If you have a cell
phone, try calling for help. Be certain to provide your location. Keep your
guard up, abort the hike, and retreat toward your car or toward a populated
area, if you can. Once safely back in civilization, report such encounters to
authorities and provide as much information about the encounter as possible.
If a mountain lion does attack you, fight it with everything you’ve got.
Arm yourself with a limb, rock, or some other weapon, if possible. Scream at
it, use a weapon, and swing it at its head with authority. If it manages to get
you on the ground, protect your neck with your arms because it will try to kill
you by breaking your neck. If you have a hiking stick or limb, jam it into the
lion’s eyes or mouth and keep it there. Stall for time. The longer you keep the
mountain lion busy, the better chance you have for survival. At some point, it
will give up and go searching for easier prey.
Even though mountain lions are dangerous when a true attack happens,
keep in mind that such encounters are extremely rare and should not deter
you from hiking in the wilderness.

POISONOUS SNAKES
When you hike in the wilderness, you are highly likely to encounter snakes
along the trail. Some of them are poisonous and therefore dangerous to
humans, but most aren’t. Although many people are put off by the sight of a
snake, take time to observe it and determine whether the snake that confronts
you is poisonous or not. Regardless of lethality, do not kill it—snakes do us a
great service by eating rodents. Who gets bitten? Hikers who test a snake or
engage it. You risk a painful, dangerous bite doing anything other than just
staying away from it and leaving it to its own business.
Before you leave home, learn to identify the types of poisonous snakes in
the areas in which you plan to hike. Remember that, like most other wild
animals, a startled snake prefers to leave the area quickly if an escape route is
available. Step rapidly away from the snake, and it will probably slither away
in the opposite direction.

Types of Poisonous Snakes


There are four types of poisonous snakes in the United States:
• the coral snake
• the copperhead
• the water moccasin
• the rattlesnake
Perhaps the best known of the American poisonous snakes is the
rattlesnake; it is prevalent in the Southwest. It has a distinctive rattle on the
end of its tail that it uses to alert you to its presence. In an anthropomorphic
sense, it is asking you not to step on it. You will be wise to heed that request.
The only venomous snake in California is the rattlesnake. It has eight
subspecies, including the northern Pacific, western diamondback, sidewinder,
Mojave, and red diamondback.
A coiled, alert rattlesnake (Photo by Dan Girard)

How to Recognize a Poisonous Snake


Location. All of the poisonous snakes in the United States thrive in a broad
range of environments. Water moccasins and coral snakes can be found in
swampy areas of the South, while copperheads occupy wooded areas in both
eastern and some southern states as far west as Texas. Rattlesnakes are found
in a wide range of environments, including forests, mountains, and grassy
prairies. They are found from sea level to tree line in the mountains, inland
prairies, and deserts. Rattlesnakes are generally found where rodents are
plentiful. Rocky ledges and dead-fall logs are just two places where they are
likely to be found.
Appearance. The four types of poisonous snakes differ in appearance.
The coral snake has distinctive bands of red, yellow, and black around its
body, but so do other snakes. The sequence of colors allows you to
distinguish a coral snake from its impostors: “Red on yellow, kill a fellow—
red on black, friend of Jack” is a phrase that has been developed as an aid to
identification.
A copperhead is brown with a distinctive copper-colored head, as the
name implies.
Water moccasins are generally black, but they may be brown or yellow
with dark crossbands.
Rattlesnakes are distinguished by their rattle and other characteristics. In
color, they range from a reddish tan to dark gray to black and even greenish
(Mojave rattlers), plus they all have a pit viper head, which is triangular and
different from other poisonous snakes. Diamondback rattlesnakes are so
called because they have a repetitive diamond pattern down the length of
their back.

Rattlesnake Behavior
You’re most likely to see snakes, since they are cold-blooded critters, out and
about when temperatures are in the 75- to 90-degree F range. Like other
snakes, they hibernate in the winter when their food sources also hibernate.
Of the poisonous snakes in the United States, rattlesnakes are the only ones
that coil and strike.
Normally not aggressive, rattlesnakes usually issue an unmistakable buzz
if you approach too close to them. A rattlesnake can strike only about a third
to half its length, so you will be wise to give it more space than that.
As with other dangerous encounters, the best strategy is avoidance. When
in snake country, scan the path ahead and never put your feet or hands in
places where you cannot see. If you are crossing a rocky ledge or fallen log,
probe ahead with a hiking stick, if possible. Since a snake in those places
would likely strike you on the foot, ankle, or lower calf, wearing long pants
and high-top boots will give you a little protection.

Managing Snake Encounters


It can cause quite an emotional start to hear the whirring sound of a
rattlesnake near your feet. That distinctive sound stirs something deep in your
DNA, and you are instantly put in the “fight or flight” syndrome. The ensuing
adrenalin rush makes it difficult to think, but think you must.
If the snake is several feet from you and uncoiled, then step back and
move away from it. It will not pursue you. However, if it is closer and coiled,
stay motionless. It will likely continue to rattle at a nominal rate. Your
inactivity will send a signal to the snake that you are not a threat to it, and the
rattling may abate a bit. After a couple seconds, step back smartly and get out
of its range. Leave it alone and retreat. Resume hiking and please do not kill
the snake! In the larger scheme of things, it is beneficial.
Hikers are rarely bitten by poisonous snakes, but it is wise to educate
yourself in the first-aid steps to care for someone who has just been bitten
(see Chapter 13, “Ouch! First Aid in the Backcountry,” for steps to handle a
snakebite wound). If you are bitten, remember that not all strikes transmit
venom. If the snake does inject venom, use a cell phone to call 9-1-1, and
provide your location. Get to a hospital as soon as possible. There,
emergency-room docs will begin treatment with antivenin.
Unfortunately, antivenin can be quite costly. A recent case of snakebite in
Santa Fe, New Mexico, led to a $180,000 hospital bill because it took
eighteen vials of antivenin to treat. Most emergency rooms do not stock that
much antivenin. Transporting it from other sources to Santa Fe caused the
high cost. Do not take the live snake with you to the hospital if you want
prompt treatment (yes, some hikers have done it!). The emergency-room docs
aren’t appreciative nor will they be amused!

CLIMATE CHANGE AND ANIMAL BEHAVIOR IN


THE WILD
It is widely accepted today that the climate of our planet is changing. What is
causing that change and how permanent that change will be is open for
debate, but it is an established fact that our environment has been getting
warmer and dryer year by year for more than five decades. In 2012 nearly 60
percent of the United States suffered some degree of major drought, and that
was particularly true in the American Midwest, the Southwest, and southerly
portions of the Northwest.
These increasingly hot and dry conditions borne by droughts have directly
affected the forests, rivers, and mountains that are home to wildlife. It has
concurrently affected the behavior of animals in the wilderness, causing them
to alter their behavior in pursuit of food and water. As an example of how
drought conditions have affected wildlife, the area in and around Yellowstone
National Park has suffered an infestation of beetles in the past decade that has
resulted in the devastation of large tracts of white-bark pine trees. The seeds
from that tree are a major food source for grizzly bears. At the same time, the
drought has reduced the flow of rivers in the area and that has affected fish
populations, also a major food source for bears. At lower elevations in
Yellowstone, the drought has severely affected berry-producing plants on
which bears also depend for seasonal food.
Those reductions in traditional food sources (berries, seeds, fish) have
forced the bear population to expand their foraging range to survive. That
wider range has put them in even more conflict with humans (especially
ranchers), as well as other species in the area. The changing climate has had a
ripple effect on other species as well. With forests dying off, birds have had
to forsake their traditional wooded nesting areas and relocate. In the process
of adaptation, many critters are dying and some species are again nearing
extinction.
Another result of a hotter and drier climate, for example, is that
hibernation periods for many species are being shortened. Species such as
ground squirrels and other rodents are obligative hibernators. That is,
something in their physiologic makeup compels them to retreat to their den
when winter approaches and allows them to remain dormant for much of the
winter. Critters that feed on the rodent population, such as snakes, are also
forced to hibernate in the winter because their primary food is hidden in
subterranean dens, covered by snow and unavailable to them. Bears also
hibernate in the winter because their main food sources are covered by snow
and ice or have hibernated. Those hibernation patterns will change as the
climate warms. Already, some of these species seem to be delaying going
into hibernation.
For hikers, climate change may make water less easy to find, and it will
make animal behavior a little less predictable. Animal territories may be
extended, and hibernation patterns may be altered. Find out, stay informed,
stay current, and stay safe.
One of the greatest joys of hiking in the wilderness comes with
encountering wild animals in their natural habitats. By recognizing threats
ahead of time, you will be able to either avoid them or counter them
effectively. Such knowledge will give you the confidence to venture into the
wilderness and wander more freely.
The Quiet Beauty of the Desert
David M. Gottfredson, Hal Brody, and Mike Fry

The desert has a different spiritual quality than that found on the seashore, in
the mountains, or along the rivers. There’s an overriding sense of stillness,
solitude, and space that is awe-inspiring, with isolation and quiet that are
restful and seldom interrupted by other hikers. With its meager vegetation
and clear, dry air, the desert is full of expansive perspectives. There’s often
not much to block the view, so even a slight elevation gain yields
breathtaking broad vistas. Stand on a ridge, and you can see thousands of
square miles of open desert landscape with little or no sign of human
influence.
There are few established trails in most parts of a desert, so hiking is often
cross-country, but going cross-country in the desert is relatively easy. Just
pick a direction and start walking! However, sometimes it may not be as easy
as that. Expect to find occasional dry “waterfalls” in canyons and patches of
spiny vegetation in the bottoms of washes and stream courses. When
camping, you needn’t be concerned about bears getting into possessions and
food, though rodents can be curious about your food supply.
As you travel through the desert, its geologic structure is laid bare,
revealing millions of years of the earth’s history in diverse shapes and colors.
But the desert is full of other surprises as well. It’s a real thrill to come upon
a bighorn sheep, a rare bird or cactus, a trickling spring, a hidden palm oasis,
or an ancient Native American artifact.
One of the joys of desert travel is sighting rare bighorn sheep. Here, a bighorn ram peers
down from a canyon in Anza-Borrego Desert State Park, California. (Photo by David M.
Gottfredson)

NORTH AMERICAN DESERTS


The desert regions of North America have little and irregular rainfall, ten
inches or less per year. The rain can come suddenly in the form of violent
summer thunderstorms or with more gentle rain in the winter. Other common
features are high summer daytime temperatures, low humidity, high
evaporation rate, wide swings in temperature from day to night, predominant
sunshine, and clear blue skies. The soil is low in humus and high in minerals,
so the ground surface is easily eroded by wind and water. Under these severe
conditions, plants and animals have had to employ unique— and sometimes
bizarre—strategies in order to survive.
Wind and water carve fascinating cave formations near the Calcite Mine in Anza-Borrego
Desert State Park, California. (Photo by Dan Girard)

The true North American Desert is divided into four regions based on
distinct kinds of vegetation:
• the Great Basin Desert
• the Chihuahuan Desert
• the Sonoran Desert
• the Mojave Desert
There are also semi-arid areas in North America that are similar to true
deserts. The Four Corners area of Utah, Colorado, New Mexico, and Arizona
is perhaps the best-known example. The Great Basin is another, stretching
from southeastern Oregon through Nevada into western Utah.
The desert entices us with its mountains that rise from the desert floor, the
storm-carved canyons and dry river courses (washes) that carry infrequent
but sometimes violent runoff from these mountains, the enigmatic, salt-
encrusted sinks that collect the runoff, and the fascinating badlands that are
formed wherever water has forced its way through soft earth, often old fossil-
bearing seabed sediments now exposed to view.

WHAT TO EXPECT IN THE DESERT


The desert’s water availability, flora and fauna, and weather are unique facets
of this area. Plan ahead and be aware so that you can make the most of a trip
to the desert.

Scarce Natural Sources of Water


Availability, acceptability, and abundance of natural water sources in the
desert are subject to the whims of nature. Although many natural water
sources exist in the desert, you cannot trust maps that purport to show them.
Springs dry up seasonally or permanently, and cartographers have a tough
time keeping up with such changes. Check with rangers regarding water
availability in the area you plan to visit.
More often than not, you’ll be traveling in areas of the desert that have no
reliable sources of water, so you must carry all the water you’ll need for both
drinking and cooking. Carrying water is crucial for traveling in the desert.
How much will you need? A rough guideline is one gallon per person per
day, but this actually refers to sunny, mild weather conditions. Actual
requirements could range from as little as two quarts per person per day on an
overcast winter day in the high desert to more than two gallons per person per
day on a 100-degree F day in the low desert.
How much can you carry? Water weighs 8 pounds 5 ounces per gallon,
so the number of miles you plan to hike may need to be adjusted when you’re
carrying your entire water supply. Also, water is bulky; your carrying
capacity might top out at three or four gallons. Don’t run out of water before
you run out of miles. Remember also that the heavier your pack, the more
energy you exert and the more water you need, so carry enough.
How should you carry it? Divide up your water into several sturdy, leak-
proof containers, so that if one of them is punctured, you still have water in
the others. Overbag your hydration reservoir (also called a bladder) and
water bottles with sturdy plastic bags, so if they leak, you can still drink the
water. The best way to have your water available for immediate use is to
drink from a hydration reservoir. Outdoor recreation stores sell a variety of
hydration reservoirs as well as rigid plastic water bottles, but empty soda
bottles from the grocery store are just fine too. Don’t carry your water bottle
in your hand. All water should be safely stowed in your pack.
Can you cache some? If you’re planning a trip where you hike in and out
the same way, consider stashing (also called caching) some of your water on
the way in. This is a good strategy, but it also requires you to stash it in a spot
with an evident landmark for finding it on the way back. Make a written note
of compass bearings or a GPS reading on your map. As you leave your stash,
turn around and look at it again. Everything looks different when you’re
traveling from the opposite direction. Do not ever abandon the cache, because
even the soft plastic bottles take hundreds of years to degrade. Find out and
follow the land agency’s rule on caching.
Backpackers in Paria Canyon, Vermilion Cliffs Wilderness, Utah and Arizona (Photo by
Robert Burroughs)

Few Trails
Because it’s possible to hike in almost any direction in the desert, it’s very
tempting to do so. If you’re accustomed to staying on marked and maintained
trails in the mountains, you may not realize how easy it is to become
disoriented out in the open. Navigational skills are of paramount importance
in the desert. You must constantly be aware of major landmarks around you.
Be sure to bring all appropriate maps and your compass, and use them!
Don’t rely solely on GPS receivers, as they don’t work well in narrow
canyons (there may be no clear view of the sky to acquire satellite reception)
and batteries do die. Know where on the map you started and check your
location often; landmarks have a way of changing appearance as you move
along.
Don’t allow yourself or others to become separated from the group. The
desert’s corrugated surface, just like a dense forest, can conceal a separated
person in very little time.

Prickly Plants
The desert harbors a wonderful variety of beautiful yet troublesome cacti and
shrubs. These remarkable plants survive heat, drought, and hungry animals
through various strategies. Being sharp and thorny is one. If you’re not
watchful and careful of their sharply pointed defenses, then you deserve what
you get!
Ocotillo branches contain long, sharp spikes. Wear a hat and sunglasses
for eye protection, and look up often if you are hiking through an area that
contains these plants; the branches have a tendency to hang over the trail just
at head height.
The catclaw acacia, or Wait-a-Minute bush, or Gotcha, is another fun
plant. A close look at the branches of this plant reveals sharp, curved thorns
that resemble a cat’s claw. These claws are great at ripping flesh and
clothing, so learn to recognize its color and form from a distance and steer
clear whenever possible. If you become entangled in catclaw, slowly back out
the way you came in, individually detaching the claws that hold you.
The cholla cactus is easy to recognize and is one of the prickliest plants in
the desert. One variety is nicknamed “teddy bear” cholla because the light
through its needles gives it a soft, fuzzy appearance. This plant is anything
but soft and fuzzy. Each stem is covered with thousands of barbed spikes like
needles that pierce anything, and the barbs make the needles hard to pull out.
Adding to the threat this plant presents is its unique strategy for propagation:
from the end of its branches, it drops spine-laden balls that sprout to form
new plants. Because of the barbed spines, these balls attach themselves to
animals (including humans) to further their distribution. Another common
name given to the plant is “jumping” cholla. If you aren’t watching where
you step, you can pick up a ball on your boot and then jam it into your other
leg. Or you could launch the ball from your foot to the person in front of you.
Whether coming or going, the cholla ball appears to have jumped up from the
ground.

Cholla cactus balls; a comb is useful for removing them. (Photo by Charles R. Freeman)

If you do end up with a cholla ball attached to you, don’t grab it with your
fingers. The easiest way to get the ball off is to slide a pocket comb between
your skin and the ball and then pull it off carefully. In a pinch a rock, stick, or
trekking pole in each hand can work. Make sure that no one is standing in
your line of fire or you will just expand the agony. Needlenose pliers or
strong tweezers are useful for removing any remaining spines.

Snakes
Some people are quite anxious about rattlesnakes in the desert, even though
these snakes are far less common in the desert than in the mountains.
Between late fall and early winter, most desert-dwelling snakes are in
hibernation. When they’re out and about in warmer times, they’re not
aggressive unless provoked. Most retreat if given the opportunity. Still,
always avoid placing your hands and feet in places you can’t see clearly (see
“Poisonous Snakes” in Chapter 10, “Close Encounters of the Animal Kind”).
Never harass or provoke a snake; just be polite and follow the practice of
staying away from them.

Flash Floods
Desert washes are particularly prone to flash flooding, especially during the
summer thunderstorm season. Remember that runoff can be funneled into
places far from where the rain falls, resulting in a wall of moving water
packing enormous force. People have been killed on hot, sunny days because
of heavy rains 30 miles from where they were hiking. If a flash flood is
coming, there’s usually some forewarning in the form of a low roar or
quickly rising, muddy water, but often it is not enough time to allow you to
get to higher ground. Before your trip, keep a close check on the weather
report for the region where you will be hiking (see “Weather Information” in
Chapter 8, “How’s the Weather?”). During the hike, keep a watchful eye on
the clouds, wind, and sky for signs of rain. You need to know what is
happening far upstream. Never sleep in a wash in flash-flood country.

Weather Extremes
Except for summer (late May through September), the weather in the desert is
often quite mild; expect daytime highs in the 60s to 80s with warm nights.
Winter nights, however, can get downright frigid: low 30s in the lower
deserts, 20s in the Mojave, and even colder in the higher elevations of the
Great Basin. Even the driest parts of the desert can get occasional heavy
rainfall, while snow dusts the upper-elevation Mojave and Great Basin
Deserts regularly. Hypothermia can be an unexpected threat.
In desert areas, shade may exist only in caves. (Photo by Robert Burroughs)

Springtime weather in the desert can be erratic and changeable, ranging


from high winds with mild temperatures to a dead calm with ovenlike heat. If
the weather service says a warming trend is building, with predicted
temperatures in the 90s or higher, you should consider either canceling your
trip or scaling back the miles you expect to cover.
In late May through September, the temperature can easily exceed 100
degrees F, which for most people is too hot for strenuous activity in the
desert. You should also be wary of early May, when the daylight hours are
long and the sun’s high angle at midday steals away the shade. Shade can be
very hard to come by in the desert. Early October can also continue to bring
high temperatures. Again, check the weather before you depart on your trip,
and plan accordingly.

WHAT TO BRING FOR DESERT TRAVEL


As with any trip, the appropriate clothing and gear make for a more
enjoyable, safer trip to the desert.
Clothing
Footwear. The desert can be extremely tough on your boots and feet. The
spiny vegetation, rocky terrain, and soft sand present unusual challenges.
Boots with leather uppers provide excellent protection from cactus spines,
rocks, and the intense heat of the ground, as well as providing good support.
When walking over rocks of all shapes and sizes, your feet and ankles need
as much support as possible, especially if you’re carrying the weight of a full
backpack. Before wearing boots made of lighter material, consider that a
cactus spine can easily penetrate nylon fabric.
A low gaiter will keep out the abrasive sand and small, sharp rocks that
can work their way over the top of your footgear.
Pants and shirts. Wear long-sleeved and long-legged garments,
especially if you’re fair-skinned. In a high-temperature environment, head-to-
foot clothing offers protection from the radiant heat of the sun and from high
winds that might evaporate perspiration too quickly. Also, comfortable,
loose-fitting long pants protect you from bruises and scrapes from clambering
over rocks or from the perils of spiny plants. For the same reasons that cotton
clothing is discouraged for most hiking situations (doesn’t dry, is cold when
wet, etc.), white, loose-fitting cotton clothing performs well for hot, dry days
in the desert.
Headgear. A sun hat with a large brim is a necessity not only to prevent
sunburn but to keep from overheating your brain. Gray matter is very
sensitive to heat and can be the first part of your body to malfunction when
overheated, leaving you disoriented when you need to be alert. Without a hat
you risk sunburn, headache, nausea, dizziness, or worse, so bring your own
shade.

Equipment
Sun protection. When the sun’s up, wear sunglasses that block ultraviolet
rays. Don’t forget to apply sunscreen with an SPF of at least 30 on all
exposed parts of your body. After sweating, reapply sunscreen to continue the
protection.
Trekking poles help with balance and propulsion in deep sand and areas
of loose rocks.
Cold-weather gear. Depending on what part of the desert you are
traveling in and what season, you may need to be prepared for cold
temperatures and even snow. Take along the appropriate clothing and
sleeping bag (see Chapter 5, “Gearing Up”). Carry a lightweight tent if you’ll
be camping away from the car.
Raingear. If you travel in the desert when rain might be expected, bring
raingear. One word of caution regarding raingear in the desert: any clothing
that is baggy or subject to billowing won’t miss a chance to snag on the many
thorny plants in the desert. If you use a poncho, in no time those plants will
have shredded it. Ditto for garbage bags and other forms of makeshift
raingear. A standard rain suit is the best choice for desert travel, but
remember that rock and catclaw will shred anything.

DESERT SURVIVAL
Surviving in the desert requires careful planning and preparation. Be sure that
you have (or bring) enough water, are ready to deal with the high
temperatures, and are prepared for the possibly poor conditions of access
roads.

Never Trust the Desert to Have Water


Do not have water emergencies in the desert in summer. Carry all your water
unless you have rock-solid, current knowledge that there is drinkable water
where you are going. Estimate how much water you will need, keep track of
what you drink, and when you have used up half of your supply, head back
from whence you came. Do some solid planning, and don’t abandon a wise
turnaround plan.
If you are critically low on water, think and plan. Rest in the shade during
the hottest part of the day, then go directly back to your car (or other point of
safety) in the cool of the evening or early morning. Drink your remaining
water as your thirst dictates rather than rationing your water too strictly, since
saving your water is not the best solution—water left in your bottle does you
no good. Eat your food sparingly, especially anything salty. Don’t waste time
on schemes to extract water from cacti. Contrary to some popular
(Hollywood-inspired) myths, lopping off the top of a barrel cactus does not
reveal a piña colada or a reservoir of water but, instead, a bitter, pulpy mass.
If you just want to go out exploring and seeking water for fun, survey the
desert landscape, looking for a line of trees or bushes that may indicate water
at or near the surface. Palm trees are an indicator of surface or near-surface
water, as are clumps of grass or sedges. Flocks of birds can sometimes be
seen circling over waterholes, especially during mornings and evenings. But
remember: Carry all the water you will need.
If you discover water on your travels, mark it on your map with the date.
Build a valuable history of water sources in your favorite areas. Take note of
the types of vegetation around a source of water. If perennial grasses or
cattails aren’t present, then the source probably dries up during the summer.
If you do find water, unless it is a stream, it might not be water as you
know it. It may look like coffee, but it probably isn’t…. A few areas of the
desert contain springs with unpalatable (salty or alkaline) or even poisonous
water. Beware of water sources close to mine tailings (spoils). If the water
has a normal amount of algae and crawling or wiggling critters, it’s probably
not poisonous, but beware of stagnant water with nothing alive in it. Tracks
of animals around the water source are another positive sign, unless there are
a lot of skeletal remains in the area. If in doubt about the water quality, avoid
it, and if you choose to drink it, purify or filter it.

High-Temperature Strategies
For most people, it makes good sense to stay out of the desert during the
summer months, yet it can be frustrating to be locked out of your favorite
desert areas for three or four months each year. Below are some strategies
that make summer desert backpacking not only feasible but actually
enjoyable. These strategies are also quite applicable to the hot and dry
conditions often found elsewhere in the arid West. Remember, however, that
the hazards of summer desert travel are severe and should never be taken
lightly or without proper training and preparation.
If you’d like to try high-temperature hiking or camping, then work up to it
slowly. Start in the spring with short trips in the 90-degree F range. Try
camping near your car and experiment with hikes that take you only a short
distance away. Never let yourself become isolated from a source of water.
You should carry a supply that is adequate for anything, including
emergencies, as discussed above.
Heat conditioning. Good aerobic conditioning is a prerequisite for any
kind of high-temperature exercise. Always consult with your doctor before
beginning a new exercise regimen, particularly one that involves high-
temperature training. For three weeks before a trip, practice heat conditioning
in conjunction with normal exercise. Evidence of proper heat conditioning is
profuse sweating. If the weather won’t cooperate, then wear sweat clothes or
other heat-retaining clothing while exercising to induce heavy perspiration.
This practice trains the body’s sweat glands to dilate quickly in response to
overheating and the blood to circulate near the skin so as to liberate the
body’s internal heat, and it accustoms the body to fluctuating electrolyte
levels (see “Electrolyte maintenance” below).
Psychological acclimation to heat is another benefit of heat conditioning.
You become more comfortable with the feeling of simply being very warm.
Forty-five minutes per session, three or four days per week is adequate.
Never withhold fluids while exercising or afterward; ignoring thirst is a
dangerous practice. If you begin to feel dizzy or nauseated, stop immediately,
cool down, and drink something. Watch for signs of heat exhaustion or
heatstroke (see “Exposure to the Elements” in Chapter 13, “Ouch! First Aid
in the Backcountry”).
Clothing and equipment. In a high-temperature environment, head-to-
foot white, loose-fitting cotton clothing and a white, broad-brimmed hat
perform well. In the absence of wind, some air circulation is needed to
evaporate moisture from the skin and thereby cool it, so cut slits or holes in
your clothing where the sun doesn’t shine—from armpits to elbows, from
crotch to knees. Holes in the hat also help, but be sure to avoid sunburn on
the top of your head. Shirts that can be easily opened in the front when
walking with the sun at your back are a real advantage. Skirts solve the air-
circulation problem too, though they’re awkward when you’re climbing or
scrambling and can get caught on all of the spiny bushes. Also try garments
made of performance fabrics that have designed-in sun protection and
ventilation features.
White clothing helps keep desert hikers cooler. (Photo by Hal Brody)

You can also carry a small misting bottle full of water. A few sprays now
and then on the face, neck, wrists, and other body parts can go a long way in
helping to keep the body cool.
Electrolyte maintenance. The body must have a proper balance of
electrolytes to function at peak efficiency. Electrolytes are the salts in the
blood that make it electrically conductive. Without them, you are a device
with a flat battery. The electrolytes to be most concerned with are potassium,
sodium, magnesium, and calcium. When you perspire, these salts are lost
because they are moved outward and deposited on your skin. Normally you
replace any losses by eating a normal diet, but high-temperature activity
causes perspiration fluid loss of up to two gallons per day and, consequently,
an extreme loss of electrolytes. Fatigue, muscle weakness, muscle cramps,
confusion, and nausea are the typical signs of electrolyte depletion.
Drinking water without supplementing electrolytes will solve the water
problem but not the electrolyte problem and can create a condition called
hyponatremia (low salt), which can be serious or even fatal.
Replenish electrolytes with commercial sport drinks or “thirst quenchers.”
Endurolytes by Hammer Nutrition are electrolytes in a capsule. Products such
as Vitalyte and Cytomax are sold in ready-to-mix powder with glucose
(sugar) that gives a boost of energy and an isotonic (same salt and sugar
concentration as the body) mix that ensures quick absorption by the body.
Avoid sport drinks that are overly sweet with high fructose corn syrup or
other sweeteners or that have too much sodium.
Heat exhaustion measures. Even if you do everything right, you can still
overheat. Watch each other closely for signs of heat exhaustion. A victim is
often the last to notice the adverse effects of an overheated body and brain.
Early signs are unclear thinking, slurred or incoherent speech, faintness,
fatigue, loss of balance, stumbling, nausea, and pale, moist skin.
Treatment is to get the person cool and hydrated—quickly! Steer him or
her to a shady spot, making shade from a lightweight emergency blanket or
space blanket if necessary. Insulate the person from the hot ground by placing
him or her on insulating sleeping or sitting pads and immerse, douse,
sprinkle, or mist the person with water. Fan him or her vigorously with sit
pads or other items to encourage cooling. Meanwhile, have the person drink
water supplemented with electrolytes. Never try to give fluids to an
unconscious person (see “Heat Exhaustion” in Chapter 13, “Ouch! First Aid
in the Backcountry”).

On the Road
Automobiles are essential tools for reaching the edge of the desert
wilderness, but keep in mind that the farther you drive into the backcountry,
the farther you are from help. Unpaved desert roads can be in very poor
condition, especially after severe weather, and it’s better to turn back when in
doubt than to push your vehicle past its limits. The following suggestions are
meant to help you with the reliability of your transportation.
When traveling the back roads of the desert, it’s better to have two or
more vehicles rather than one, so that if one breaks down, the other can be
used to go for help. In hot weather, monitor your temperature gauge or
warning light as you’re driving.
Any vehicle used in the desert must be in good mechanical condition, so if
it’s been a while since your car’s last tune up, it may be a good idea to have
your mechanic inspect it. Make sure your cooling system is in good working
order, and if you’re driving in hot weather, your radiator should be filled with
a mixture consisting of water and a coolant designed to withstand higher-
than-normal temperatures. Check the condition and tightness of the hoses and
fan belts, but also carry spares and the necessary tools to install and tighten
them. It’s also wise to carry an extra five gallons of water in case you lose
your radiator water through a ruptured hose. Carry clean water in case you
need to drink some of it.
If you intend to carry extra gasoline, do so in an approved container.
Legally these containers must be carried securely attached to the outside of
the vehicle rather than packed inside. This is for obvious safety reasons.
Extra motor oil and jumper cables should be carried.
Protecting the car’s underside. It’s easy to rupture your gas tank while
bouncing over rocky roads, especially if you yield to the temptation to cover
those endless desert miles too quickly. So use caution even if you are driving
an SUV that has a skid plate. Often the stock skid plates are thin and offer
only limited protection. If you will be driving off-road often, consider
installing upgraded skid plates.
When driving through rocky areas, be particularly aware of the parts of
your car that hang down the lowest. Take a look underneath and memorize
whether the lowest parts are at the center, right side, and/or left side, and steer
around rocks to avoid hitting the car’s low points. If you do hit one of these
components, you could crack the engine case or oil pan, causing it to lose all
of its lubricant, and there is no repair in the field for this. Sometimes it’s
better to drive by placing the car tires directly on rocks rather than trying to
straddle them. If you do straddle a rock, make sure it won’t hit the car’s low
parts.
Changing tires. Hone your tire-changing skills, and make sure the jack is
operational and the spare tire is pressurized. The jack is a powerful tool for
getting your vehicle off a big rock or anything else that the vehicle might
hang up on. However, the jack that came with your vehicle was made for
lifting on smooth, level surfaces, and it may not work in the soft, uneven
terrain of the backcountry. Become familiar with its operation and
limitations. A 12-inch-square piece of plywood can act as a base for your
jack and allows it to lift more efficiently in soft sand. If you travel the back
roads frequently, consider purchasing a high-lift jack.
Getting unstuck. Stash a tow rope and shovel in the vehicle and know
how to use them. Getting stuck in the sand happens to almost every desert
adventurer sooner or later. Strips of old carpet or hardware cloth (wire mesh)
placed under the tires can help you escape problem sandy spots. When you
start to drive out of the soft spot, keep the front wheels straight and apply
power slowly. Don’t spin the wheels, as this digs the tires in deeper. Soft,
sandy roads can be more easily negotiated by deflating the tires to about 15
pounds per square inch (psi). Carry a lightweight 12-volt tire inflator as part
of your equipment, and pump the tires back up to recommended pressure
when you are back on paved roads.
However, if you get stuck in sand in the middle of nowhere, let some air
out of the tires even if you don’t have a tire pump. Reducing the air pressure
increases the footprint of the tire, giving you better traction. Once you’re out
of the sand, even at 15 psi you can drive short distances on the highway at
slow speeds (less than 35 miles per hour, slower on winding roads). Keep in
mind, however, that driving on the highway with reduced tire pressures can
be dangerous, should be done only in an emergency, and should never be
done at high speeds. Repressurize the tires to the appropriate level at the first
opportunity. Don’t wait until you get home.
Surviving a breakdown. If your vehicle breaks down irreparably, stay
with it unless it’s obvious you can reach help on foot. Consider both your
capabilities and the weather conditions. There are many stories of people
stuck in the desert in which one person goes for help, leaving the other with
the vehicle, and the rescuers find the person with the vehicle safe and sound
while the partner is found dead a few miles away.
Use your head. It is much easier to spot something the size of a vehicle
than it is to spot a person. In an emergency, call attention to yourself by using
the vehicle’s horn, lights, and mirrors, but don’t run the battery down. If you
spot a rescue plane flying overhead, lie flat on the ground and make yourself
big by spreading your arms and legs; don’t jump around. Signal the plane by
using a mirror to reflect the sun. As a last resort, remove the spare tire and
drag it well away from the vehicle. Deflate it, douse it with gasoline, ignite it,
and let it burn with copious black smoke (be careful not to set the desert on
fire).
If you need shelter from the sun, dig out enough room under your vehicle
to comfortably lie on your insulated sleeping pad. Store water in your body,
not in your water bottles. Don’t drink radiator water—antifreeze is
poisonous.
See Chapter 14, “Getting Lost and Dealing with It,” for more information.

PRESERVING THE DESERT


More so in the desert than almost any other place, Leave No Trace principles
apply (see Chapter 2, “Leave No Trace: Outdoor Ethics”). It’s important to
pack out all trash. This includes paper items such as toilet tissue and sanitary
supplies. Everything decomposes very slowly in the absence of water. If
buried around a campsite, paper can be unearthed by winds, animals, or an
unfortunate hiker. Don’t burn your toilet paper. As strange as it may sound,
numerous fires have been started in the desert through this simple act. Even
orange peels stay exactly where they are for a long time, polluting the desert
for the next visitor to see. The simple rule is: If you pack it in, pack it out.
When you break camp in the desert, return the site to its natural
appearance. The sand and rocks are a big part of the natural landscape, so
scatter or remove campfire rings or blackened rocks and sand, and never
build a fire under or next to a rock overhang because the smoke will blacken
the rocks. Many state and national parks allow ground fires only if they are
contained in a metal pan and the ashes are packed out. Consider doing this
even if it isn’t required, to reduce the impact on the land.
A buddy burner is often all you really need at night. To make one, cut a
strip of cardboard as wide as the height of a small, shallow can such as an
empty tuna-fish can, spiral the cardboard inside the can, and then fill the can
nearly to the top with melted paraffin (don’t completely cover the top of the
cardboard). To use the buddy burner, light the cardboard, which acts as a
wick. Ideally, use a can with a metal lid so you can replace the lid to
extinguish the burner, and it’s ready to go the next evening. A buddy burner
of this size burns for about two hours, even in a strong wind, and has a flame
sufficient for light and a substitute campfire for a group of fifteen. It does not
create much heat but enough warm light to chat by. A larger-diameter can
yields a larger flame, and a deeper one burns longer. Bigger, however, means
heavier—an important consideration when backpacking.
The toughness of the desert is, in a way, just a facade. The desert
ecosystem is actually quite fragile. Desert plants grow very slowly and are
always struggling for survival. Any damage inflicted can scar the land for
decades, and in some areas of the desert you can still see tank tracks left by
US military training efforts during World War II. In other areas, grazing
cattle have displaced the native wildlife and trampled the vegetation. One
insensitive person with an off-road vehicle can do a tremendous amount of
destruction in only a few minutes. Even hikers can do damage.
A small buddy burner provides a surprising amount of heat and light. (Photo by Carol
Brody)

Tanks, or tinajas (naturally formed water-filled depressions in rock), often


hold the only water available for desert animals. If the water supply is low,
don’t draw water from them unless you have to, as they should be left for the
native wildlife. Large tanks holding thousands of gallons are better sources,
though the water probably needs filtration or chemical purification. Spring-
fed pools should be used only for drinking. Never do any washing (clothing,
dishes, self) in any natural water source; always carry the water at least 200
feet from the stream, and wash with a very small amount of biodegradable
soap only when necessary. Swimming in pools of the larger streams is a real
treat in hot weather!
Cryptobiotic crust is a little-known life-form that needs protection. It is a
brittle layer of soil at the top made up of lichens, mosses, algae, and fungi.
This crust appears as a lumpy ground cover about an inch thick that is black,
green, or white, depending on the organisms it contains.
Cryptobiotic crust is an important link in the desert ecosystem. It stabilizes
and builds fertile soil by preventing erosion and fixing nitrogen, making this
nutrient available for other plants. Spongy and resilient when wet, it becomes
vulnerable when dry, which is most of the time. Crunched to a powder when
stepped on, it can blow away with the next breeze. Research has shown that it
can take from 50 to 200 years for cryptobiotic crust to regenerate. Hikers
needing to cross areas covered by cryptobiotic crust can minimize impact by
using a single set of footprints while walking single file. Please avoid
cryptobiotic areas whenever possible, particularly when selecting a campsite.
Restrict your route of travel to durable surfaces such as washes or over rocks
to avoid crushing this delicate desert resource.
If you find something of interest in the desert, your grandchildren and
their grandchildren will probably find it fascinating too. Leave it there for
others to see and enjoy. Artifacts of past human habitation, such as potsherds
or arrowheads, are still found in relative abundance. In the desert they
provide an almost magical reminder of past civilizations and their spiritual
heritage. In many desert areas it’s illegal to remove anything at all. So should
it be for all wilderness areas. Native American pictographs and petroglyphs
(rock art) are particularly vulnerable. Do not touch them or build a campfire
too close to the rocks. Please do your part to protect the land’s cultural
heritage by taking your souvenirs home in your camera, not in your
backpack. See Chapter 2, “Leave No Trace: Outdoor Ethics,” for more
information.

A blooming beavertail cactus adds a splash of color to the desert. (Photo by Bobby
Haruno)
Anasazi potsherds near Hovenweep National Monument, Utah (Photo by David M.
Gottfredson)

In Desert Solitaire, Edward Abbey offers us a powerful insight into the


nature of the desert wilderness: “Despite its clarity and simplicity … the
desert wears at the same time, paradoxically, a veil of mystery. Motionless
and silent it evokes in us an elusive hint of something unknown, unknowable,
about to be revealed. Since the desert does not act it seems to be waiting—but
waiting for what?”
Searching for that “unknowable” is what keeps us going back to the desert
again and again.
Winter Snow Travel
Mike Fry, Dave Ussell, and Robert L. Feuge

An outing in the snow is enhanced by breathtaking scenery and is both an


invitation to enjoy one of nature’s most beautiful spectacles and a warning to
be more wary and respectful than usual of the dangers that await the
unprepared. Most high peaks in northern climates had glaciers during the ice
ages, so winter gives us a view through time and suggests to us how the
mountains might have looked back then. Traveling in the mountains in
winter, the fourth season, reveals a unique stillness and tranquility.

CLOTHING AND WINTER EQUIPMENT


Winter travel places stringent demands on clothing and equipment. Except
for cotton fabrics, you can use the same clothing in winter that you use in
summer. You will also need extra insulation layers for cold and more
insulation for your hands. You may need a larger pack for extra clothing and
other winter gear.

Winter Clothing
Clothes keep you warm by trapping air next to your skin. If you are
exercising, you also perspire, so winter clothing must both insulate and
ventilate. The layering system discussed in Chapter 5, “Gearing Up,”
becomes critically important. These layers should be light in weight,
compact, and low in cost.

Keep adjusting your clothing all day. When you warm up, you will perspire
into your layers, they will get wet, and you will be colder later on. Take off
some layers when you feel warm, and they will be dry and ready for you
when you feel cold again.
Cover your head. When you get cold, cover and insulate your head. More
than 30 percent of heat loss is from your head alone, and you need to keep
your brain warm, so use the layering system for your head. A ski mask, or
balaclava, is a good first layer; the second layer is a ski hat; your jacket
should have a generous hood that can be cinched tight for the third layer. If
you have an additional hood on another layer, use it for a fourth layer.
Breathe through fabric. You lose a lot of body heat and moisture when
you breathe. If you breathe out through a scarf or ski mask, the fabric warms
up and water vapor condenses. Then when you breathe in, the fabric warms
up the cold incoming air and raises the humidity. It is very effective, and very
convenient, to add this layer by pulling the lower part of your ski mask over
your mouth. It takes only a second, and you don’t have to take off your pack.
Cover your hands. Gloves and mittens keep your hands warm. Gloves
allow you to use your fingers, but mittens do a better job of keeping your
fingers warm. Use the layering system for your hands—mittens over gloves
is much warmer, and waterproof overmitts complete the system. Expensive
expedition overmitt systems are quite good, but get a system that has
removable liners. The liner will dry much faster when removed. Wool resists
crushing better than fleece, so wool-blend gloves or mitts will be warmer
than fleece against the handles of your ski poles.
Warm your hands and feet. In cold, windy conditions, even expedition
overmitts might not be enough. Chemical heat packs are the answer. They are
small bags filled with powdered iron and a catalyst. When removed from
their sealed bags, they start to oxidize and generate heat. One bag in each
glove or boot can keep your hands or feet warm for eight hours. Don’t let
them get wet, as it reduces their heat output. Buy fresh ones plus one extra,
and open the extra one at home to make sure the batch is still active. The
powder should not have hardened. When the iron powder turns into a hard
lump, the bag is no good.

Boots
Boots used for snow travel should keep your feet dry and warm. Be careful
not to put on too many layers of socks. If you restrict the blood circulation in
your feet, it will only make them colder.
Trekking poles can be indispensable when climbing steep areas. (Photo by Skip Forsht)

Conventional leather boots should be thoroughly waterproofed. Even


properly sealed boots can become soaked on long trips. It may be due to
perspiration from your feet or from leakage from outside. Change your socks
during the day, and always have any wet pair drying.
To keep your boots from freezing solid at night, keep them in your tent
next to your sleeping bag. Keep them in a plastic bag inside your sleeping
bag if you have room. Be sure to completely loosen the laces and pull the
tongue out to make as large an opening as possible for your foot in the
morning. You won’t be going anywhere the next morning until your boots are
on your feet.
Plastic mountaineering and ski boots with removable inner boots are
an excellent choice for the fourth season. They’re rugged, warm, and
waterproof, and they easily accept crampons, gaiters, skis (if they are ski
boots), and snowshoes. The inner boots can be worn alone in the tent.
On the negative side, they’re fairly stiff, heavy, and expensive. Stiffness in
a boot can be an asset in many situations. Even when you are walking on flat
terrain, the snow gives a little, which compensates for the lack of flexing in
stiff boots. Plastic telemark backcountry ski boots flex at the ball of your foot
and thus are more comfortable for walking.
Gaiters are necessary to keep snow out of your boots. Even short gaiters
do a good job, but knee-high, waterproof gaiters will also help keep your legs
warm.

Packs and Sleds


A stable summer backpack is probably also a good winter backpack. An
unstable summer backpack is probably a terrible winter pack. Pack balance is
much more important with heavier winter loads and more unstable footing.
The pack should hug your back and not shift around.
The gear inside should be packed so that heavy items are low and close to
your back. If you will be snowshoeing or skiing, your pack must not be too
wide at your waist. You need to be able to swing your ski poles close to your
sides, and you don’t want to keep hitting your pack. An external-frame pack
could work well in the snow, but most do not. Most internal-frame packs are
good winter packs, but some are not. Make your best guess and rent one to
try it out.
Walking in deep, soft snow with a pack is an exhausting process. With
each step you sink in, and forward progress is excruciatingly slow. This is
called postholing. The solution: wear either snowshoes or skis, which keep
you from sinking in.
It’s possible to lighten or eliminate any load on your back by placing your
gear in a lightweight sled specially designed to be towed by a skier or
snowshoer. Rigid harness sleds are effective for hauling gear. The rigid
harness keeps the sled from slamming into you when you are going downhill
and allows you to start up smoothly without jerking and falling down. If you
try to pull a cheap plastic sled with a rope, you will soon discover what a bad
idea that is.

Sleeping Equipment
Sleeping equipment for winter mountaineering should be maximized for
warmth, and the layering system works here too.
The first layer is your clothing (not ideally, but all of it, if you’re cold). If
you wear everything to bed, it is much easier to get up in the morning or for
the call of nature during the night. Hopefully, the clothes you sleep in are dry
or will be soon. Put on your extra pair of thick socks or down booties.
The second layer is your sleeping pad and sleeping bag. A summer-
weight sleeping pad is not insulative enough for snow camping. You need
twice the thickness, so a good combination is a full-length summer-weight
self-inflating pad and a full-length closed-cell foam pad (the closed cell pad is
both insulation and insurance in case the self-inflating pad leaks). You can
also use a closed-cell pad of double (deluxe) thickness. Sleeping pads may be
too bulky to fit inside your pack, but they are light enough to tie securely on
the outside of your pack. See the sleeping pad discussion in Chapter 5,
“Gearing Up,” and while you’re at it, review the section on sleeping bags.
It’s not likely that your summer sleeping bag will be warm enough for all
four seasons of the year. For your winter bag, pay even more attention to
getting a bag that is rated for the lowest temperature that you expect to
encounter, and don’t cut it too close just to save weight or money. You want
a warm, comfortable bag because you’re going to be spending a lot of time in
it. If you push the comfort limit with your winter bag, you won’t just be
colder, you’ll be colder for longer nights.
Two summer-weight bags could be used together if you have them: one
inside the other as a double bag. As with any gear, test it for fit and function
before you rely on it. The temperature rating won’t be known, but you will
soon find out.
Many couples like to zip together two sleeping bags, which provides extra
warmth and space for the pair, and during cold weather, this arrangement is
especially attractive if one person sleeps cold. Having an additional heat
source can make the difference between a cold sleeper being able to camp in
cold conditions or being limited to seasons having moderate nighttime
temperatures. Be aware that two people tossing and turning can mean more
air movement in and out of the bag. Like any piece of gear, test it in mild
conditions before you rely on it. You may find it more practical to just sleep
close beside your partner, each in your own sleeping bag.
Extra layers. A thin closed-cell foam pad can be slid into your bag for an
extra layer. It works best when it is between you and the top layer of the bag.
It keeps warm air next to you and is very effective.
Don’t put a poncho or other waterproof, impermeable vapor barrier fabric
over the outside of your sleeping bag. You will get condensation on top of
and inside your sleeping bag, and it will be quite wet in the morning.
Sleeping in your raingear is a better idea if you are cold. If your bag does not
get an occasional chance to dry out during the day, any water vapor trapped
in it can make it successively colder each night.

Special Equipment
A snow shovel speeds up the tasks of building snow kitchens and snow
trenches, and it may be needed for avalanche rescue. If you are in avalanche
country, you will have your lightweight snow shovel with you.
A snow saw is needed only if you intend to cut snow blocks to build an
igloo or snow shelter (see “Shelter” later in this chapter).
Altimeters can be used to keep track of barometric pressure and changes
in the weather. They can also be crucial if it’s necessary to navigate in
whiteout or poor-visibility conditions, as can a GPS device.
Eye protection. Most sunglasses are not adequate for snow travel in
bright sunlight. In addition to a pair of sunglasses for use in shady conditions
or on overcast days, you should carry glacier glasses, which feature extra-
dark lenses and panels on the sides to keep out glare. Ski goggles are
necessary if you must travel during a snowstorm. You will also need to treat
your glasses to prevent condensation (fogging up).
Repair supplies are needed to keep all that equipment working:
lightweight tools (pliers, knife, screwdriver), ⅛-inch nylon line to lash things
together, a small coil of baling wire, cable ties, duct tape, and a hose clamp
and tent stake for ski or tent pole repair.
SNOW TRAVEL GEAR
You have many choices for your winter travel gear, depending on your
chosen activity.

Snowshoes
Snowshoe selection is based on the weight of the user, plus gear, in addition
to the type of snow and terrain to be covered. Your local outfitter is the best
source for advice about appropriate snowshoe sizes and types of bindings.
Flat and open terrain allows larger snowshoes to be used, while smaller
snowshoes are better for steep, rough, or brushy terrain. Snowshoes are now
made from lightweight, high-tech materials. They have convenient bindings,
toothed grips for climbing slopes without slipping, and side rails for better
traversing (sidehilling). Some manufacturers offer molded plastic snowshoes
with tail extensions that can be added for increased flotation when carrying
the extra weight of backpacking equipment.

Snowshoes allow you to travel to areas boots can’t take you to during the
winter. (Photo by Dan Girard)
Cross-Country Ski Gear
Cross-country skis, unlike snowshoes, require special boots and bindings.
When shopping for skis, you’re really looking for a system of skis, boots, and
bindings. A full service cross-country (XC) ski shop can help you sort
through the many options and help you choose the right system.
XC boots for backcountry touring should be durable and warm and have
good side-to-side stiffness. Backcountry ski boots are usually all plastic and
resemble downhill ski boots. There are two types: telemark and alpine
touring (AT); the latter is also called randonée. Both telemark and AT have a
lot in common.
Telemark boots flex at the ball of your foot and are more comfortable for
walking. The boot is connected to the ski only at the toe, and the heel is free
to lift. Telemark skiing is cross-country skiing in the mountains.
Alpine touring boots have a rigid sole and are not comfortable for hiking.
AT bindings allow heel lift for touring and heel lockdown for turns. AT
skiing is very much like downhill skiing without chairlifts.
Light leather touring ski boots are used with narrow skis on groomed
tracks. Light touring gear is not appropriate for winter backpacking.
Cross-country skis are designed to grip the snow when your full weight is
applied to one ski and to slide smoothly on the snow when your weight is
shared by both skis. This allows you to kick and glide forward on the snow.
The “kick zone” of the ski is pressed into contact with the snow during the
kick and springs back up off the snow during the glide. Most XC skis use a
grip pattern molded into the bottom of the ski to keep it from sliding
backward.
Backcountry touring skis are used for ski travel in mountainous terrain.
These are wider than light touring skis, and they have a narrow waist (side
cut) that gives them better turning performance, plus metal edges to hold on
steep, icy slopes. They are used with plastic telemark boots and rugged
bindings. Backcountry skis usually have a grip pattern (waxless skis), but
smooth-bottomed skis are also common. Waxing is complicated and requires
experience and an intricate wax kit, so start out with waxless skis. “Waxless”
is a bit of a misnomer, since all skis require the application of glide wax to
prevent snow from sticking to the base.
Climbing skins are an optional but very useful tool in the backcountry.
They provide a more powerful grip on icy snow than waxless (grip pattern)
skis do. Today they’re made from nylon fibers. One side has short hairs that
all face toward the tail of the ski, and the other side is coated with a reusable
adhesive. When the sticky side is applied to the bottom of the skis, the hairs
that all point backward grip the snow. This keeps the ski from sliding
backward and allows you to climb up steep hills. Skins are removed for a fast
descent or left on for a slow descent.
Ski poles are essential to maintain balance and to assist with forward
motion. Aluminum alloy poles, preferably a high-grade aircraft type, are best.
If bent, they can usually be straightened in the field. Fiberglass poles should
be avoided, as they can shred into a break that is difficult to repair. Carbon
fiber poles are lightweight and very strong. Adjustable poles can be shortened
for making downhill turns and lengthened for turning. For touring, XC ski
poles should fit just under your armpits when the tips are touching the floor.
Elbow length is better for downhill turns. You can also use larger snow
baskets on your poles for better balance.
Cross-country skiing is counterintuitive, so you will make lots of
mistakes and develop bad habits if you try to teach yourself. The best way to
learn how to ski is to take lessons. Group lessons, which are inexpensive, can
teach you proper form and allow you to progress more quickly. Tele-mark
turn ski lessons, which are held at downhill ski resorts, take a lot more
instruction, with several seasons of practice and lessons needed to reach the
intermediate level.

Ice Axes and Crampons


For winter mountaineering, an ice ax and a pair of crampons are absolutely
necessary. If you fall on a steep, icy slope, an ice ax may be the only piece of
equipment that can save your life.
Mountaineering: Freedom of the Hills has a full discussion of ice ax
selection and use (see “Resources” at the back of this book). Some climbing
clubs still teach the ice ax self-arrest technique, but accredited mountain
guides are the best teachers. See the information on the American Mountain
Guides Association in “Resources.”

SHELTER
Shelters in the winter wilderness can range from lightweight tents to
semipermanent igloos, snow trenches, and emergency snow caves. Note: If
snow falls during the night, it could conceal all your gear. Stand up your skis,
snowshoes, and poles so you can find them, and they can also act as markers
for any other gear left outside.

Tents
Four-season winter tents are expensive and heavy to carry, but they do
provide safety and comfort. They can be either single- or double-walled.
Compared to three-season tents, they usually have the following:
• Weather-resistant tunnel entrance
• Larger vestibule for cooking and storing gear
• Structural design (including that of larger poles) that withstands severe
winds and resists collapse even when weighed down by snow
• Full double-walled construction for insulation and reducing
condensation
• Less ventilation mesh
• More guy (tie-in) points for stabilizing the tent in the wind
Some lightweight single-walled expedition tents have omitted the sewn-in
floor, which allows ski poles to be used as tent poles and allows (very
careful) cooking in the tent. The lower edges of this type of tent should be
buried in the snow to keep out the wind. Best of all, you never have to sweep
out the snow.
Deadman anchors. Small tent stakes used for summer camping are
practically useless in the snow. Use wide, strong, lightweight aluminum
stakes, or improvise in the field and make your own deadman tent stakes.
Secure deadman anchors can be difficult to remove, so try to use natural
materials that can be left in place. Here’s how:
Tie a 30-inch section of ⅛-inch or thinner rope to each corner or tiedown
point on the tent, and loop the other ends of the ropes around 6-inch or longer
pieces of rigid material (finger-thickness tree or shrub branches will do).
Never break off live branches for this; always use fallen wood. Dig a shallow
trench in the snow for each deadman anchor, and bury it with rope looped
once around it, making a U shape around the branch, not an O shape. By
stomping the snow above and around each deadman, you can create secure
anchors. To remove, pull the tent end of the rope straight up, and the rope
should slide out, leaving the tree branch buried in the snow. Skis and ski
poles can be used as very long and very secure tent stakes (don’t bury them).
Warm inside, cold outside—snowy morning view from inside the tent (Photo by Michelle
Renaud)

Winter tent sites. When choosing a tent site, avoid spots beneath trees
that can dump large amounts of snow or broken branches on your tent. A
clump of small trees provide good wind protection, and you can tie the tent to
the trees. A large rock is deceptively poor wind protection, because the wind
moves faster when it is forced to blow around the rock. Select a site with an
unobstructed eastern exposure, and the warmth of the rising sun will
welcome you in the morning.

Igloos
Igloos are luxury accommodations that a winter traveler can fashion in the
snow. A well-built igloo with warm bodies inside can maintain a temperature
well above freezing, regardless of the weather outside. It can make a
wonderful base camp for longer trips. Construction of an igloo takes too
much time if you are traveling each day; a group may require three to four
hours to build an igloo. But building an igloo for one night would make for a
fun weekend outing. For safety and to follow leave no trace principles, break
down any snow structures before you leave.
First, select a flat site as a quarry. This will become your snow kitchen
(see “Cooking” later in this chapter). Stomp on the quarry site to compress
the snow. Wait thirty minutes to let the snow consolidate, and don’t walk on
it. Build the igloo on the edge of the quarry so the entrance tunnel can
connect to the quarry site.
Cut blocks of snow from the quarry using a snow saw (lightweight 18-inch
steel pruning saws are excellent). The blocks should be cut about 30 inches
wide, 8 inches thick (this dimension is the thickness of the wall), and 18
inches tall. With a little foresight, you can cut blocks from the quarry so as to
leave a snow kitchen when the igloo is complete. Carry the blocks over to the
igloo site and place them in an ascending circular pattern.
The igloo team consists of block cutters, block carriers, and chinkers
(think cementing between masonry blocks) on the outside, plus a block
placer, a block steadier, and a chinker inside the igloo. The three inside crew
members need to wear raingear, and everyone needs to adjust their layers to
avoid sweating or freezing.

First layer done, second layer next for an igloo! (Photo by Megan
Meduna)
Mark the center of the igloo with a ski pole, and mark a starting circle 6
feet in diameter (larger if the people sleeping inside are tall!). Place the first
layer of blocks on the perimeter of the circle. Each block you place must face
the center mark and must lean inward. Each new layer must lean farther than
the last. If you don’t lean the blocks inward enough, you will build a snow
silo rather than an igloo, and you won’t be able to close the top. When you
complete the first layer, slice two of the blocks across the diagonal to start a
ramp to the next layer. The igloo is constructed as a spiral.

Figure 12-1. A. The first circle of blocks for an igloo; B. and C. Then establish a spiral by
tapering two or three blocks.

The blocks must be trimmed to fit their place on the circle. Three corners
of each new block must touch two corners of the previous block and the wall
below. The two contacting surfaces must be shaped with a small saw so that
only the corners touch. This is the secret that supports a block when it is
leaning in past 45 degrees. When the block and wall fit together, a gentle but
firm shove will cement the block in place. Once the block is set, carefully
chink the gaps with loose snow. The block steadier inside the igloo can hold
the block, just in case.
The last block is the easiest. The block carrier slides the last block up to
the very top of the igloo and pushes it over the opening. The block placer
inside reaches up with the trimming saw and cuts around the edge of the
opening until the block sinks in. A perfect fit! Saw a 3-inch-diameter hole in
the top of the roof for ventilation.
Figure 12-2. Building the second and subsequent circles of blocks for an igloo

When the igloo dome is completed, dig a short tunnel under its wall to
your snow kitchen. Keep the top of the tunnel below the floor level of the
igloo. This prevents warm air from escaping and cold air from blowing in. At
night a single candle provides all the light you need, and several candles
really warm up the igloo. From the outside, an igloo has a magical glow
when lit up by candles or a buddy burner on the inside!
Cooking inside an igloo is not a good idea. Too much stove heat can melt
the igloo, and a stove explosion could be fatal. For websites with pictures and
further instructions on how to build an igloo, see “Resources” in the
appendix.

Emergency Shelters
If you are caught unexpectedly by nightfall in the winter wilderness, shelter is
your first priority, and with your Ten Essentials you can create an emergency
shelter fairly quickly. That large trash bag or commercial tube-shaped (not
flat) space blanket or shelter that you always carry can be used as an
emergency bivy sack; you will be cold, but it is an insulation layer that could
save your life.
Your Ten Essentials kit contains firestarting supplies. Start a safe ground
fire with whatever materials are available, and keep that fire going all night.
Make the biggest fire you can. A fallen log is the best. If you have been
reported missing, the smoke will help the search and rescue team find you.
Look for a cave or a dense grove of trees with branches down to the snow
to further shelter you from the elements. Under the skirt of a pine tree with
branches touching the snow, you can dig out snow close to the tree trunk and
make a cave to shield yourself from the wind. While bivouacking, you’ll be
warmer if you curl up, and always put something insulative between you and
the snow: pine boughs, bark from a fallen log, your pack, etc. Open a heat
pack, loosen your boots, and do the best you can with your clothing layers.
Put your feet in your pack if you’re not sitting on it, and wait for sunrise.
If you are able, build a more protective emergency shelter rather than
bivouacking. Practice making these shelters before you need one in an
emergency.
Snow trenches are quick to construct, much quicker than building an
igloo or a snow cave. A snow trench is little more than a narrow, rectangular
pit dug in the snow. Dig to a sufficient depth and length to accommodate
your body and your gear. You can use your potty trowel, cook pot, or snow-
shoe if you have them to dig. Lie on top of your gear, your skis, or anything
you can find. If you have the tools, cut snow blocks to form an inverted V for
the roof. Gaps should be chinked, and a ventilation hole must be made near
your head. Ideally, you would dig a tunnel with an entrance lower than the
sleeping enclosure to keep out cold-air drafts. If that isn’t possible, a
horizontal entry with a wind block can be fashioned.
Snow caves are good shelters, but they take a very long time to dig
because a lot of snow needs to be moved through a small opening, and you
will end up wet and exhausted. There are some tricks to make a modified
cave that is easier and faster to build.
Select a place that is safe from avalanche danger where a thick blanket of
consolidated snow lies against a slope. Dig straight in about 4 feet and hollow
out an open sleeping platform about 8 feet wide and 4 feet tall. Make sure
you fit inside. Now start making blocks with your shovel, and close up the
wide opening. Leave a low opening by your feet, and when the cave is
finished, poke a hole in the roof near your head for ventilation.

COOKING
Once your tent is pitched and your clothing layers are adjusted, your group
can have fun building a snow kitchen for cooking and eating. Use a snow
shovel to dig a two-tier trench to be used as a seat with a back, with the
undisturbed snow in front being used as a low dining table. For a larger
group, you can construct a circular trench with an island in the middle. You
are going to spend a lot of time in your snow kitchen melting snow, so it
should be a comfortable spot. Consider also building a snow privy … away
and downwind.
You burn a lot of calories while snow camping, and cooking is more
difficult and takes more fuel and time than in warmer weather or at lower
altitude. You need a high-output stove and isobutene-propane or white gas
fuel that will work in the cold (see Chapter 5, “Gearing Up”). Don’t forget to
bring your insulated stove pad and windscreen. In a storm, you may be forced
to stay inside your tent and reach outside into your vestibule to use your
stove.
Keep your meals as simple as possible. There are plenty of foods or
freeze-dried meals that require only boiling water (see Chapter 6, “‘Eating
Out’ in the Wilderness”).
You may enjoy a little nip of alcohol in the summer, but it is not a good
idea in the cold. The red flush of your face from a drink is caused by your
skin capillaries opening up. That will cause your body to lose heat much
faster.
In the winter, it may be impossible to locate a source of flowing water, so
you will have to collect and melt snow—a tedious process. On clear, sunny
days, fill water bottles (dark-colored bottles work best) with snow and let the
sun melt it. Melting snow with a stove is much faster but uses considerable
fuel. Snow itself is hard to melt, so always start by heating some water (not
snow) in your pot and adding snow as the warm water is able to melt it.
Otherwise, because snow is an insulator, the bottom of the pot will just burn,
leaving the snow still sitting there. When planning fuel needs, consider both
the extra demands of cooking in the winter environment and the need to melt
snow for water.
On subfreezing nights, your water bottles will freeze unless you take
precautions. You can keep a full bottle of hot water placed in a sock inside
your sleeping bag, which will keep you warm for hours. Bring your other
bottles into the tent to insulate them from the cold, and turn them upside
down so the threaded end won’t freeze. You can bury water bottles or cook
pots filled with water in the snow. Below the surface, the snow is usually
close to 32 degrees F, and that isn’t cold enough to freeze your water
overnight. Make sure you can find and dig out the bottles in the morning!

TIPS FOR STAYING WARM AT NIGHT


It is crucial to stay warm at night after a day on the snow. These tips will help
you spend winter nights more comfortably and enjoyably.
1. After you return to camp, take off any wet layers, and put on your
warmest clothing and your raingear. Make sure your feet are dry.
2. Don’t allow yourself to even begin to get cold! If you shiver, that is a
sign that your body is cooling down and you should have put on more
layers sooner, so add more clothing now, move around a bit, and start
up heat packs for your hands and/or feet. If that is not enough, get into
your sleeping bag with a bottle of hot water until you feel warm, and
then reemerge into camp life.
3. While in camp, sit on a closed-cell foam pad, not on snow. A pad
under your feet, keeping them off the snow, helps as well. Find a
wind-sheltered spot, or orient yourself so that your back is toward the
wind. Wear dry gloves and a warm hat to prevent heat loss from your
extremities.
4. Eat a big, hot dinner with plenty of carbohydrates.
5. After dinner, snack on high-calorie foods. Fat calories can provide
energy to keep you warm, but they are difficult to digest at high
altitudes (above 8000 feet). Keep snacks in your tent for later at night.
6. Exercise. If you feel cold, get up and stretch or shovel some snow.
Work for ten minutes before getting into your sleeping bag. The
exercise will increase body heat. Dress so that you capture that extra
body heat. When in your sleeping bag, do isometric exercises (muscle
contractions) if you begin to chill.
7. Drink warm fluids, and through the night, continue to drink warm
fluids. This will increase the likelihood that you will have to urinate
during the night, so be sure to urinate just before you crawl into the
tent.
8. Use a pee bottle (clearly marked!) to urinate into while in your tent.
This bottle will save you from getting up in the middle of the night,
getting dressed, and losing the heat in your tent and bag as you go out
in the cold. Instructions to make a pee bottle are given in Chapter 9,
“Now Let’s Get Out There!”
9. Just before you turn in for the night, make an extra bottle of hot water,
ensure that the bottle does not leak, put it into a spare sock, and then
put the bottle into your sleeping bag. This will be something you can
snuggle with during the night to keep you or your feet warm; it will
prevent the water from freezing and will provide “warm” (or at least
not frozen) water to start morning coffee.
10. Share your tent or shelter with others to add body heat.

AVOIDING WINTER HAZARDS AND INJURY


When you are traveling in the winter, be aware of the season’s special
hazards and prepare carefully for the possibility of injury.

Hypothermia
Once called exposure, hypothermia is the decrease of core body temperature
to a level at which normal muscular and cerebral functions are impaired
(generally 95 degrees F). Mere temperature readings are not always a reliable
indicator of the severity of the cold environment. The windchill index (see
Table 12-1) provides a better guide for cold, windy conditions. When wetness
is a factor, the effective temperatures are even lower.
It’s important to recognize the signs of hypothermia, both in yourself and
in companions, so that remedial actions may be taken immediately. The
symptoms and treatment for hypothermia are discussed in Chapter 13,
“Ouch! First Aid in the Backcountry.”

Frostbite
Unlike hypothermia, frostbite is a localized injury, readily affecting
extremities such as fingers, toes, face, and ears. When exposed to cold air,
wind, or snow, the tissue freezes, causing injury by ice crystals forming in the
frozen area. The victim might not be aware of the problem until someone
indicates that there is something unusual about his or her skin color.
Frostbite can occur in any very cold winter environment, but it is usually
associated with the conditions causing hypothermia: inadequate clothing,
inadequate food consumption, exhaustion, inactivity, or a combination of
these factors. A good preventive measure is to keep all your extremities
covered. For more about frostbite causes, signs, and treatment, see Chapter
13, “Ouch! First Aid in the Backcountry.”
Dehydration
Though it may seem unlikely, you can easily become dehydrated during
winter conditions, particularly at higher altitudes. Cold air contains very little
water vapor and is as dry as the desert, so every time you inhale, moisture is
picked up by that incoming dry air, and with each exhalation, you lose that
moisture to the outside environment.
Since the sensation of thirst may not be strong in the cold, you need to
make a conscious effort to consume enough liquid. Hot drinks are best, but
cold water is fine as well. Don’t eat snow unless you are more than warm
enough. It requires a great deal of energy (body heat) to transform snow into
water.
If you are consuming enough fluid, you should feel the need to urinate at
least every few hours, and more often is better. If you’re not properly
hydrated, you’ll experience the symptoms of dehydration: headache, fatigue,
dizziness, muscle cramping, and a feeling of faintness.

Sunburn
The winter environment presents some unique challenges for your skin.
Clean, dry, thin air allows ultraviolet (UV) energy to pass through the
atmosphere more easily than at low elevation. Snow and ice reflect UV light
like a mirror, so you can be burned from above or below on any uncovered
areas, especially cheeks, ears, nose, lips, underneath your chin, and even the
inside of the nostrils. Keep this in mind when applying sunscreen, and keep
your skin covered up.

Glacier Travel
Glacier travel is an integral part of wilderness travel in the northwestern
United States, western Canada, and Alaska. Because it is more dangerous
than it seems, considerable planning and training is required for a safe outing.
Ropes should always be used, regardless of how simple the crossing appears.
All members of the team should be trained and have ice axes, crampons,
helmets, climbing harnesses, and crevasse rescue gear. If you’re a novice, get
training on glacier travel and then travel with experienced mountaineers.
Additional information on glacier travel is available in Mountaineering: The
Freedom of the Hills (see “Resources” in the appendix).

Avalanche
Avalanche is a significant danger in the winter wilderness. When the snow-
pack is unstable, anything or anybody can start it sliding—a snowmobiler, a
traveler walking or skiing across a slope, or the slightest mechanical force—
even the sound pressure of a sonic boom, thunder, or gunfire. The most
important part of avalanche safety is to learn to recognize when the danger
level is high (take an avalanche class before your trip), then be smart and
have the resolve to turn back when it’s unsafe.
Forecasts. Most wilderness areas are served by regional avalanche
forecast offices, and their information is published online. They are avalanche
experts, and they also publish reports and photos by other backcountry
travelers. See “Resources” to find the closest office to your snow travel
location. You can greatly reduce the risk of avalanches simply by checking
with the local avalanche office. They have been following the snowpack
conditions all winter and can tell you what the next storm might cause. If
there has been a warm spell followed by a freeze, there will be an ice layer in
the snow, and a new storm will almost certainly cause avalanches. If there are
no avalanche offices in your area, the local mountain community may have
Internet user groups that will report snow conditions. You can report your
observations, too.
Courses. The local avalanche offices also have avalanche safety course
schedules, and that is the best way to become educated. Most of the classes
are taught by the American Mountain Guides Association (AMGA) guides.
Some classes are given by professional avalanche experts from ski resorts.
The classes start with snow science. You learn how the snow crystals change
after they reach the ground and how temperature and weather can increase the
danger. Then you leave the classroom and study the local snow. The second
part of the course is how to search for and find buried victims. The Level 1
course takes two days and is designed for recreational users. Level 2 takes
four days and is for guides, ski patrol, etc. If you want to travel in the
mountain wilderness in winter, you need to take the Level 1 course or always
travel with a guide trained in avalanche safety.
Equipment. Avalanche safety also requires special equipment. In addition
to your shovel (each member of the group must carry one), each person also
needs an avalanche transceiver (beacon) and an avalanche probe pole. The
avalanche beacons use multiple antennas and digital signal processing to
indicate distance and direction to the victim. The probe pole (which looks
like a collapsible tent pole) is used to locate a victim in the last few feet of a
search. You still need instruction and practice, especially because of the panic
and terror of an actual avalanche.
Avalanche equipment is necessary, but it won’t prevent avalanches, and it
won’t prevent the trauma and injuries of being caught in an avalanche. Don’t
let avalanche training and equipment lead to overconfidence and too much
risk taking. It is best to err on the side of caution and turn back when you
need to, even when the risk appears to be small. If you always dismiss the
warning signs, your number will soon come up.
If your companions have avalanche gear and training, your chances of
being rescued are good. If you are not found in the first thirty minutes,
chances of survival drop quickly.
There are many books and videos on avalanche science. There are far too
many details to describe here. Find a Level 1 course and take it. You will
have a new awareness of the mountains, and it can save your, or someone
else’s, life. Winter snow travel is a beautiful (and can be a dangerous)
experience. While it requires more preparation than most summer trips, the
enjoyment it provides is well worth it.
Ouch! First Aid in the Backcountry
Laura A. Wolfgang

Leaving the lights, sounds, smells, and conveniences of the city and
venturing out into the wilderness can be invigorating. However, with this
transition you are also leaving the security of rapid professional medical
response and moving into the realm of uncertain and, likely, basic first aid.
Even the most decked-out gearhead may have all of the latest gadgets to
make his trek easier, but if he doesn’t have the knowledge of basic first aid, a
seemingly minor incident may become life-threatening.
Being in the wilderness can expose you to medical circumstances that are
unique only to the great outdoors. Therefore, it is highly recommended that
wilderness enthusiasts arm themselves with an American Red Cross first-aid
course, a Basic Wilderness Life Support class, or, minimally, either the
American Red Cross or American Heart Association cardiopulmonary
resuscitation (CPR) course. The more remote and sketchy the journey, the
more important it is to have at least one member of the group with more
advanced training specifically related to wilderness first aid.

BEFORE YOU GO
Preparation not only includes gathering your gear and a map but also making
sure you are at your optimal health to decrease the chances of preventable
illness and injury.
Vaccinations
Checking your vaccination status is a good start to pretrip preparation for
optimal health.
The tetanus vaccine is good for ten years. When was your last tetanus
vaccine? Tetanus is a nerve ailment caused by the introduction of common
bacterial spores through an open wound. The bacterium lives in soil, house
dust, and the colon. If this bacterium enters the body through a cut or bite, it
can be taken up by the nervous system, leading to tetany (in about three to
twenty-one days). Tetany is a sustained contraction of the muscles that may
block the ability to breathe.
The hepatitis A vaccine would be another vaccine to consider. Hepatitis A
is a liver disease caused by the consumption of contaminated food and water.
The illness is hallmarked by severe abdominal pain, diarrhea, jaundice, fever,
and muscle aches. This disease will not kill you, but you will feel as if you
are dying for approximately three weeks.
Other vaccines should be considered if you are traveling internationally to
your trekking destination. Consult your primary care provider or a travel
medicine expert if this applies to you.

Preexisting Conditions
Any preexisting conditions that you may have must be stable prior to your
venturing out into the wilderness. Be sure to pack any special first-aid items
you may need, and if you are on any medications, be sure to bring enough for
your full trip plus a few extra days.
Many disastrous outcomes of backpacking are due to participants
overestimating their personal capabilities and taking on too big an adventure
for their conditioning. This endangers not only the participant but those in the
group that will then have to care for and be responsible for evacuating the
victim.

BASIC FIRST-AID KIT


Creating a complete first-aid kit that is light enough to carry but filled with
essential supplies can be a daunting task even for a seasoned backpacker. Kit
size and contents will vary depending upon the number of days on
expedition, the type of terrain covered, availability and timing of potential
evacuation, preexisting medical conditions, and the environment visited.
Although you can create a kit based on the numbers of persons in the party,
having personal kits with basic supply items and any medications for
preexisting medical conditions is ideal to ensure there are enough supplies for
everyone. A list of medications should be kept in your wallet if you have a
medical condition, and this information should be shared with the group
leader in case of an adverse event. The specialized items in the victim’s
backpack or wallet can provide an important clue to what may have
“downed” someone or help rescuers be more aware of potential
complications.
The more days involved and the more treacherous the terrain, the more
will be needed for the kits. Often kits are sacrificed for weight allowances;
this is a critical mistake, similar to leaving water behind when there is no
water en route. A worthy first-aid kit is one of the Ten Essentials. Table 13-1
lists items to consider for a one- to three-day trip with a basic kit. Empty your
first-aid kit annually to check for expired medications and deteriorated
bandaging supplies that need replacing.
Prepackaged first-aid kits are available for purchase but will likely need
some customization (see Figure 13-1). Optimally you will want a lightweight,
sealed, waterproof container with separate compartments to organize your
items. Or you can organize your items by purpose into individual resealable
plastic bags for easy access and identification. All kits should include nitrile
or vinyl gloves to protect the caregiver and the victim. Latex gloves should
never be used due to the high incidence of latex allergy.
While rendering first aid you will want to identify any allergies the victim
may have, especially if you are offering any medications or using any topical
agents. Make sure the recipient is not allergic to any drug you want to
administer. Ideally, personal kits will not include items the victim is allergic
to, reducing the risk of a severe allergic reaction. Identification bracelets
should be worn for those with allergies or chronic illness as another means to
help identify potential problems early.
Figure 13-1. Wilderness first-aid kit (Photo by Laura A. Wolfgang)

TABLE 13-1. WILDERNESS FIRST-AID KIT


Recommended Items Quantity Use
Nitrite or vinyl gloves 1–2/day Protection for victim and rescuer
Adhesive bandages, ½ in. or 5–10 Treat cuts and abrasions
¾ in.
Cloth tape, 1-in. roll 1 roll Secure splints
Gauze wrap, 2-in. and 4-in. 1 each Secure dressings
rolls
Gauze pads, 4-in. size 4–8 Cover abrasions—Telfa also works well
Moleskin or molefoam, 6-in. 2 Prevent and treat blisters
square
Triangular bandage, 36 in. 1 Sling; multiple uses
Elastic wrap, 4 in. 1 Support sprains, splints, and dressings
Aspirin, 5 gr (325 mg tablets) 4 per day Treat pain and fever; also good for
someone having a heart attack
Antibiotic ointment, 15 mg 1 Treat skin infections
tube
Antihistamine, 10 mg 1 per day Treat allergic reactions
loratadine (Claritin)
Antihistamine, 25 mg 4 per day Treat allergic reactions
diphenhydramine (Benadryl)
Decongestant, 30 mg pseudo- 12–24 Treat runny or stuffy nose
ephedrine (Sudafed)
Antidiarrheal, 2 mg 16 mg/ Treat diarrhea—if no blood in stool or
loperamide (Imodium) person per fever
day
Burn gel dressing 1–2 packets Treat minor burns
Anti-inflammatory, 200 mg 8/day or Treat pain, inflammation, or fever
ibuprofen (Advil) more
Benzalkonium solution or 6–10 wipes Clean wounds
wipes
Corticosteroid cream 2 Treat rashes, swelling, and itching from
(Cortaid) 1% (15 mg tube) plant contact
Thermometer 1 Measure temperature
Lip balm with sunscreen 1 tube Prevent sun damage to lips
Insect repellent (1-oz. tube) 1 Discourage insect bites
Wire mesh or SAM splint 1 Cervical collar or splint
Small scissors 1
Paper and pencil 1
Tweezers (fine) 1
Safety pins 4
Suggested Rx Items* Quantity Use
Rx. 125 mg acetazolamide 14 Prevention of acute mountain sickness
(Diamox)
Rx. promethazine 4 Treat nausea and vomiting
(Phenergan), 25 mg
suppository
Rx. 500 mg Ciprofloxacin 6 Treat refractory diarrhea or diarrhea
with fever or blood in the stool
¼ in. Steri strips and Benzoin 1 pkg and 2 Treat laceration needing closure
vials
Zanfel or Tecnu 1 tube Cleanse oils from poison ivy, oak, or
sumac contact
Additional Items Quantity Use
Magnifying glass (plastic) 1 To see small splinters
Electrolyte replacement drink Varies Treat dehydration
Sanitary napkins 2–3 Absorb bleeding from cuts
* Rx. indicates prescription from physician required. Discuss possible side effects with
your physician.
Note: First drug name is generic, with brand name in parentheses.

Special considerations for women on longer treks are vaginal


suppositories or creams to treat potential yeast infections and antibiotics for
urinary tract infections. The antibiotics will need to be prescribed by your
primary care provider.

FIRST AID IN THE BACKCOUNTRY


1. Assess the scene. First aid in the backcountry when an incident has
occurred will always begin with assessing the scene for safety before
assessing the victim. Never rush to the victim until it is fairly certain
no further harm will come to the victim, yourself, or other members of
the group.
2. Ask for permission to help. Always try to approach the victim from
the side so he or she can see you without strain or increased anxiety. If
the victim is conscious, identify yourself and ask permission to assist
the person, then ask what happened. If the victim is unconscious,
permission is implied. Do not assist a victim who is refusing your
help, as this can be construed as battery, unless, of course, the person
has an altered mental status and does not know better.
3. Check for massive bleeding. After assessing the scene and the
victim’s level of consciousness, look for massive hemorrhaging or
spinal injury. These will have to be very quickly managed if the
patient needs to be moved to a safer area.
4. Check for spinal injury and airway obstruction. Always assume a
spinal injury if the victim was found unconscious or sustained trauma
such as from a fall. If this is the case, whether the victim is conscious
or not, the spine will need to be supported and managed until rescue
can be achieved.
5. Check circulation. Once these initial worries have been addressed,
airway, breathing, and circulation (the ABCs) must be assessed and
addressed if abnormal. This is where a basic course in
cardiopulmonary resuscitation (CPR) is important. The old form of
CPR assumed A-B-C were checked, but the new form of CPR is
circulation, airway, then breathing (CAB) or, if there is no experience
in CPR available, “hands only” chest compressions are performed at
approximately 100 beats per minute. This is at the rate of singing the
song “Staying Alive” by the Bee Gees.
At least one person in the group should have completed a CPR class.
For drowning, lightning, or hypothermic victims, CPR may need to be
continued for a very extended period of time. All other victims will
likely require CPR until he or she has recovered, the rescuers become
exhausted and cannot continue, or medical help arrives. Ideally, CPR
should be practiced in a controlled setting prior to using it in a real
situation.
6. Shelter the victim. Are you calm? Have you provided any reassurance
and comfort? Do not forget to stay aware of the environment; is the
victim cold, warm, in the rain, wet? These are all factors that can
quickly worsen an already bad situation. If you are cold, the victim
will be colder; if you are warm, the victim is likely warmer.
Also, the need for immediate evacuation and how this will be done
must be determined, and if someone, ideally two people, needs to be
sent for help, now is the time to go. Unfortunately, most back-country
regions do not have good cell phone or radio reception. Try not to
send someone out with no information—at least have the person go
with basic information such as what happened: is the victim bleeding,
does the victim have a spinal injury, is the victim conscious, and,
especially, where the victim is! (For more information on rescue steps,
see Chapter 14, “Getting Lost and Dealing with It”).
Figure 13-2. Proper positioning of an unconscious person (Photo by Carol Murdock)

7. Check head to toe. Once all of the initial assessments are made,
hemorrhaging is managed, and airway and circulation are stable, the
secondary physical exam can be completed. This is when focus can be
placed on a complete head-to-toe look and feel of the victim to be sure
no other injuries have been missed or need to be managed, such as
splinting or wound care. Start from the head and look and gently touch
everything—check the scalp, look at the pupils, look at the ears (fluid
or blood is a very bad sign) and in the mouth, feel the neck and back
(if there is no chance of spinal injury), check the chest and abdomen,
check each limb. Is the victim able to move the extremities, is
sensation intact?
8. Ask for a medical history. Also, if the victim is conscious or has a
family member familiar with his or her medical history, this can be
obtained. This is when allergies, medications, chronic conditions,
toxins ingested, or psychiatric conditions may be discovered that were
not in the initial assessment.
9. Plan the evacuation. If the victim needs to be carried out, how is this
going to be done? As a group it is good to have some knowledge or
idea of how to make a litter in the case of an emergency evacuation.
All of these things should be discussed or thought about prior to
heading out.
10. Record time and treatments. Record the time of original injury and
what treatments or care you have provided in the interim.

Summary
No one is comfortable dealing with backcountry illness or injury, but
everyone should be prepared. Hopefully this section’s information amplifies
the importance of being prepared. Here is a summary of steps to take in
backcountry first aid:
1. Assess the scene for safety and approach the victim cautiously. Does
the victim need to be moved? Start thinking how this can be done
safely.
2. Identify yourself, ask for consent to help, and ask what happened.
3. Is there massive hemorrhaging? Take care of this now!
4. Check for spinal injury and airway obstruction—this could simply be
positioning. Maintaining an airway for someone with a spinal injury is
different than if there is not one—a good CPR class will review proper
techniques for different situations.
5. How is the circulation? This includes pulses to all extremities—
especially those that are bleeding. If the victim is bleeding and there is
no pulse, this could mean a major artery has been cut or obstructed.
This increases the priority for evacuation.
6. Does the victim need to be sheltered, warmed up, or cooled down?
7. Check the victim from head to toe and manage injuries from the worst
to the minor.
8. Find out more about allergies, medical history, last meal eaten, and
any toxins such as alcohol or drugs.
9. Have you called for help or can you move on? When sending someone
for help, be sure to provide written information to take—basic victim
information (name, age, gender), summary of incident, what injuries
were sustained or the victim’s medical condition, what care has been
rendered, and exact location of victim.
10. Keep a running log of time and treatments until help arrives.

GASTROINTESTINAL ISSUES
Many nicknames have been given to the abdominal woes that people can
experience. Having the “trots,” being “plugged up” or having a “bellyache”
out in the wilderness can be fuel for a good teasing. However, if left
unchecked, these symptoms can escalate and put a quick end to an adventure.

Diarrhea
Symptoms. The most common medical problem in the backcountry is
diarrhea. The diarrhea experienced can be very watery, high volume, and
nonbloody (nondysenteric) or lower volume, bloody, and mucus-filled
(dysentery), with or without fever. Causes can be viral, bacterial, parasitic, or
amoebic and affect only one of the trekkers in the group or potentially the
entire group. Spread generally occurs from the fecal-oral route (dirty hands)
or through contaminated food and water. Nondysenteric diarrhea will
typically run its course in a few days with resolution in about three to four
days.
Treatment. Diarrhea is not life-threatening if treated effectively.
Treatment usually consists of hydration and replacement of lost electrolytes.
Mixing a sport drink such as Vitalyte or Gatorade with water half and half is
good for rehydration, or other oral rehydration solutions can also be used.
Urine color can be used to monitor hydration status; urine should be clear,
and hydration should continue with clear urine as the goal. If the diarrhea is
nondysenteric, loperamide (Imodium) can be used to help reduce the diarrhea
and cramping.
Evacuation for diarrhea is usually not necessary, and once the victim is
rehydrated the excursion can continue. However, if the victim is unable to
tolerate rehydration, exhibits signs of severe dehydration, or has copious
amounts of bloody stool, evacuation is immediately necessary. Dysentery
will likely need to be evaluated further when medical help is available and
will potentially require antibiotics or other treatment.
Prevention starts with washing hands well and often (or using an
antibacterial gel), especially when handling foods. Water sources need to be
appropriately disinfected and food sources should be reliable. If the excursion
is out of the country, the causes for diarrhea greatly increase and vaccinations
or preventive medications should be considered.

Constipation
Symptoms. Constipation is a common affliction in the backcountry. Causes
include dehydration, change of diet, low fiber, changes in routine, and the
fact that many trekkers are uncomfortable taking a “nature poo.” Symptoms
are fairly obvious: potentially days between bowel evacuation, hardened
stools, and straining. Some victims will have “gas cramps” and bloating, with
a notable hard lump that can be felt in their left lower abdomen. This is
generally not an emergency, but if impaction occurs, then things can be more
serious and seeking medical help will be called for.
Treatment is simply to increase fluid intake along with some fiber.
Caffeine can also work as a stimulant. For those who know they have issues
with constipation, taking some Miralax, a powder that is added to drinks, can
help to move the bowels.
Prevention is to stay well hydrated and be sure to have fiber in your diet
daily. Another preventive can be the use of tablet-form probiotics such as
Align or Culturelle. If these are started the week prior to the excursion and
continued daily while out, bowel function may continue to be fairly normal.

Abdominal Pain
Symptoms. Abdominal pain in the clinical setting is difficult to unravel; out
in the backcountry, underestimating abdominal pain can be tragic. It is true
that usually a case of severe abdominal pain can be caused by something as
simple as “gas cramps” but, on the other hand, can be as severe as an
abdominal aneurysm. Any abdominal pain that is accompanied with fever,
loss of appetite, nausea, and frequent or projectile vomiting needs to be
evaluated as soon as possible by a medical professional. Some of the
common causes of abdominal pain that require urgent attention are
appendicitis, bleeding ulcers, bowel obstructions, ruptured ectopic pregnancy,
and urinary tract or pelvic infections. While out in the field, any abdominal
pain lasting four or more hours needs to be seriously evaluated.
Treatment. If the decision is made to evacuate a victim, allow only
sipping of small amounts of water every fifteen minutes to help with
hydration, but do not allow eating. This may prevent symptoms from
worsening and allow for immediate surgery, if necessary, after rescue.
Prevention. As stated earlier in this chapter, using probiotics can be
helpful, but the most beneficial preventive measure of all is simply to stay
hydrated. Urine color is always a clue; always hydrate enough to keep urine
clear!

EXPOSURE TO THE ELEMENTS


We all hope for perfect weather and conditions when we plan our
outwardbound expeditions. We may expect heat in the desert and snow and
ice in the upper elevations and do our best to acclimate to these extremes. But
what about those unseasonal extremes? And what about those “weekend
warriors” who are exploring a new destination? The unprepared trekker may
have underestimated his or her tolerance of the destination’s conditions, or
seasoned trekkers may find themselves in conditions or situations that
challenge their survival skills beyond the unexpected. Mother nature does not
always play nicely.

Sunburn
Symptoms. Sunburn can be classified as a superficial burn when redness and
pain are the primary symptoms. However, a partial-thickness or more severe
burn can cause blistering, low-grade fever, chills, nausea, vomiting, and
diarrhea.
Treatment in the field is usually limited to cool-water soaks and
analgesics such as ibuprofen or aspirin. Hydrocortisone cream can also be
applied sparingly to unbroken skin to help in the healing process. Reexposure
to UV needs to be limited to prevent further damage.
Prevention. Overexposure to UV light causes sunburn. This hazard is
intensified during the middle of the day and at altitude. UV rays can also
reflect off soil, rocks, water, and snow. Protect yourself prior to exposure
with a good sunscreen with a sun protection factor (SPF) of at least 30 or
more that blocks both UVA and UVB rays. Reapplication every few hours is
also a must.
When using sunscreen concurrently with the insect repellent DEET (N,N-
diethyl-3-methylbenzamied), the effectiveness of the sunscreen will be
approximately 30 percent less, and therefore a higher SPF should be used.
There is still debate whether applying the DEET before the sunscreen or vice
versa is more beneficial. What is known is that either application should be
dry before applying the next.
Clothing is also necessary to cover as much body surface area as possible;
the tighter the weave of the fabric, the more protective it is. Some newer
fabrics have built-in UVA- and UVB-blocking agents. And don’t forget your
hat.

Heat Cramps
Symptoms. Spasmodic muscle cramps of usually the legs after prolonged
strenuous activity in warm weather is caused by the loss of electrolytes
(sodium, potassium, calcium, and magnesium) in the body. Manipulating by
massaging or continuing to use the muscles can cause recurrent cramps.
Treatment is simply to replace the electrolytes lost and allow the victim
to rest in a cool place. A commercially prepared electrolyte solution such as
Vitalyte or Gatorade is helpful in this instance but should be watered down
50 percent to prevent the stomach from not digesting properly and poor fluid
absorption. If the fluid is less than 6 percent carbohydrate, it can be taken at
full strength. Another option is to drink ¼–½ teaspoon of table salt in a quart
of water.
If the victim recovers and does not continue to have repeated cramps, the
excursion can continue. However, if frequent and severe cramping continues,
evacuation should be initiated.
Prevention. Avoidance is by simply adding an electrolyte solution to your
drinking water and consuming salty foods whenever trekking in the heat or
for long periods. Fluid intake should be gauged by urine color rather than
fluid ounces. Urine should remain clear!

Heat Exhaustion
Symptoms. Heat exhaustion is thought to be the same phenomenon as
heatstroke but of a lesser severity. Heat exhaustion occurs from exposure to
high temperatures when water intake has not been sufficient and electrolytes
have been depleted, thereby inhibiting the body’s ability to dissipate
262 I Ouch! First Aid in the Backcountry heat. Signs and symptoms can
include fatigue, headache, weakness, nausea, lightheadedness, and, possibly,
vomiting. The skin will likely be pale and moist. Body core temperature will
be above 100.4 degrees F but no more than 104.0 degrees F. It is not likely
that a thermometer is available when out in the field, so paying special
attention to physical symptoms and any changes in these symptoms is
foremost in recognizing just how dangerous the situation is. Fortunately, with
heat exhaustion the heart rate (normal range is 60–100 beats per minute) and
respiration (normal is around 12–16 breaths per minute) remain normal.
Treatment. To prevent advancement to heatstroke, treatment needs to be
immediate. Remove the victim to a cooler environment and allow him or her
to rest. Cool the victim down with tepid wet cloths or ambient-temperature
wet cloths applied to the neck, armpits, chest, and groin and fan vigorously.
This is known as evaporative cooling, the most efficient and effective cooling
method. Avoid using cold water, as shivering creates energy that will again
increase the core temperature. Provide electrolyte replacement, if available,
or plain water. When the victim is cooled down and rested, and fluids and
electrolytes are replenished, activity can resume.
Prevention. Avoidance measures are the same as for heat cramps
(explained above). Recognition of early signs is paramount to a more positive
outcome.

Heatstroke
Symptoms. Heatstroke is a true medical emergency that can develop rapidly
and dangerously. The transition from heat exhaustion to heatstroke will
usually start with mental confusion or loss of coordination and can advance
to unconsciousness. The skin becomes hot and dry, with the body
temperature rising to greater than 104 degrees F. Rapid heart rate, rapid
breathing, and low blood pressure are also present and may be accompanied
by shortness of breath and diarrhea. The victim may or may not be able to
produce sweat. Seizures and coma can ensue if not treated immediately.
Treatment. All activity must be stopped at once; it is critical to place the
victim in a cool environment. If no shade is available in the immediate
environment, make your own shade with whatever you have in your pack—a
tarp, a tent footprint, clothing, etc. If shade can be provided, remove most of
the victim’s clothing and wet him or her down with cool water or compresses
to the neck, armpits, chest, and groin and fan vigorously. Immerse in cool
water, if available. Cooling is critical, and the faster it can be accomplished,
the lower the chance of progression to a bad outcome. Do not give fluids if
the victim is unconscious. If you have a thermometer, check and recheck the
temperature (orally or rectally) every fifteen to thirty minutes. Evacuate the
victim immediately and continue the cooling process, during transport if
necessary, until the temperature is 102.2 degrees F. At this point, stop the
cooling process, as the victim’s body should now be able to cool itself. Be
careful not to overcool and cause hypothermia instead!
Prevention. Avoidance measures are the same as for heat cramps (see
above). Recognition of early signs is paramount to a more positive outcome.

Snow Blindness
Symptoms. Snow blindness, or UV keratitis, is sunburn of the cornea,
usually occurring from reflected ultraviolet light that strikes the surface of the
unprotected or poorly protected eye. Expected symptoms may include severe
light sensitivity, pain and redness of the eye, excessive tearing, swelling of
the lids, decreased vision, and headache. These symptoms will typically
occur approximately six to ten hours after exposure.
Treatment is to apply cold compresses over the eyes and to rest the eyes
from further exposure. If available, ophthalmic antibiotic drops or ointments
are also found to be helpful.
Prevention is always key and is best achieved with UV-protected lenses
that either wrap deeply around the eyes or have side shields.

Trench Foot
Symptoms. Trench foot is also known as immersion foot, since it is caused
by exposure to nonfreezing cold and wet for several days. Skin, nerves, blood
vessels, and sometimes even muscle tissue are damaged, although there has
not been any freezing. In addition to the feet, the legs up to the buttocks can
also be affected. Early symptoms are numbness and a painful “pins-and-
needles” sensation accompanied by increasing redness and swelling,
eventually becoming red and/or blue mottled. If the legs are involved, cramps
can develop. As days go by, blistering, ulceration, and further swelling ensue,
with increased pain.
Treatment is to keep the area dry. Elevate the affected limb when the
victim is not active. Change socks frequently (two to three times daily if
necessary) to limit sweat accumulation, stay active to keep blood flow to the
feet, and keep warm. The warming most likely will be painful.
Prevention. Keep your feet dry and warm and change your socks daily.
Ideally, have a change a shoes.

Frostbite
Symptoms. Frostbite is the freezing of skin from exposure to cold or wind or
immersion in snow or water. Frostbite is divided into degrees and thickness.
First- and second-degree frostbite is considered superficial and will likely
heal well, whereas third- and fourth-degree frostbite is considered deep and
likely to produce significant tissue damage. See Table 13-2 for the stages and
symptoms of frostbite. The final stages of damage cannot be determined for
days to weeks after the freezing—what appears to be mild may, in fact, be
severe frostbite. The head (face and ears) and extremities tend to be most
affected; however, covered central areas of the skin cannot be overlooked.

TABLE 13-2. STAGES AND SYMPTOMS OF FROSTBITE


Degree Depth Symptoms
1 superficial Most-superficial skin layers affected — aka “frost-nip”: Person
affected may not notice! Skin pale and white to white-yellow
while frozen. Numb to touch; diminished “pliability” of skin.
Pain and redness to affected area with rewarming. Swollen and
red for hours after rewarming.
2 superficial In addition to above: Skin pale and white while frozen. Numb;
worsening skin pliability. Deeper tissue involvement. Blisters
filled with clear or milky fluid.
3 deep Skin and deep tissue completely frozen. Skin pale and white, with
a “waxy” appearance. “Frozen steak” consistency. Pain, redness,
and swelling with rewarming. Swollen and red for hours to days
post-rewarming. Blisters filled with dark fluid (hemorrhagic).
4 deep In addition to above: Skin, deep tissue affected, including
tendons, muscle, and bone. Skin pale and white; may be gray-blue
mottled. May have deep, dry, and black crusting lesions.
“Wooden limb” consistency.

Treatment. The cornerstone of care for any level of frostbite is immediate


rewarming and should be performed only if there is no chance of refreezing.
Walking out of the wilderness on frozen limbs does less damage to the tissues
than inappropriate warming (thawing and refreezing).
First- and second-degree frostbite can typically be treated with immediate,
gentle warming by skin-to-skin contact such as with warm hands, under
armpits, or by other body contact. Ideally, third- and fourth-degree frostbitten
limbs should be warmed in circulating water of 104 degrees F to 108 degrees
F. Out in the field this is not typically available and evacuation should be
initiated as soon as possible.
Always treat hypothermia (core body temperature too low) prior to
managing frostbite, or treat concurrently (see next section). Remove any wet
clothing and replace with warm, dry clothes, blankets, sleeping bags, or space
blankets. Anticipate swelling and remember to remove any jewelry that can
constrict fingers, toes, and limbs. Encourage active motion if possible but do
not manipulate the limbs—be as gentle as possible to avoid further tissue
damage. Do not rub the skin, as this can be extremely damaging to the tissue.
Do not rewarm with dry heat such as from a campfire or chemical warmers,
as this can promote burning and conteract what is being attempted.
The thawing process is extremely painful and if not performed as stated
above can cause a serious inflammatory cascade to occur. Ibuprofen, if
available (and the victim is not allergic), is ideal as it helps decrease the
inflammatory process. Give 400 mg (two 200 mg tablets) every twelve hours
with food if the victim can eat and swallow without difficulty. Make the
victim as comfortable as possible, provide pain medication and reassurance,
elevate the affected area, and pad and protect the affected areas with loose-
fitting soft gauze. Do not put heavy blankets and covers directly on
frostbitten limbs, as this can also damage tissue. Simply tent any coverings
over the limbs using whatever is available to keep the tenting stable.
Prevention. Have the right gear and clothing to keep warm. Do not stay
cold and wet; take the time to change into dry clothes or add clothing for
warmth.

Hypothermia
Symptoms. Hypothermia is the result of excessive heat loss, decreased heat
production, or the body’s inability to regulate its temperature. We lose heat
by four processes:
1. Radiation—heat loss from a warm body to cooler environment
2. Conduction—heat loss from direct contact with a cold surface (rocks,
ground, ice)
3. Convection—heat loss from air circulation (wind)
4. Evaporation—heat loss through sweating or water drying on the skin
The definition of hypothermia is a core body temperature of less than 95
degrees F. There are three stages of hypothermia: (1) mild, (2) moderate, and
(3) severe. Most thermometers do not register below 95 degrees F, making
them useless in helping to differentiate between the stages of hypothermia.
However, there are special thermometers specifically for use with cold
environments that should be considered if you are doing a trek in extremely
cold conditions.
In the backcountry, the most common cause of hypothermia is from
immersion in cold water or simply cold and/or wet weather conditions.
Improper preparedness, with inadequate clothing or shelter from wind and
rain, can turn an anticipated vacation into a surprising misadventure.
Mild hypothermia occurs when the victim has a core temperature of less
than 95 degrees F but higher than 90 degrees F. Initially the victim will feel
cold and have uncontrollable maximal shivering. As the temperature
continues to drop, clumsiness, slurred speech, forgetfulness, moodiness, and
poor judgment can be seen. The pulse and breathing rate will increase. This is
an important distinguishing sign for mild hypothermia.
Treatment. Get the victim out of the wind, rain, or cold environment, and
remove any wet clothing. Protect the victim from further heat loss, especially
from the head and neck. Give warm food and warm, sugary drinks to more
effectively increase the core temperature by fueling energy stores. A common
myth is that alcoholic beverages are warming; this is a myth and, in fact, may
cause further hypothermia. The goal is to warm from the core out and retain
the body’s ability to shiver. If warm packs are applied to the groin, armpits,
and neck, the body will not be able to warm correctly; it will think it is warm
and stop shivering when actually the core may still be cold. If the victim
recovers and has the clothing and gear to prevent another episode, trek on.
Moderate hypothermia occurs when the victim has a core temperature of
less than 90 degrees F but higher than 83 degrees F. At this point, there is no
shivering as the body has lost its ability and energy to shiver. Another
distinguishing sign of advancing hypothermia is that the heart rate and
respiratory rate are now decreasing. Stupor, possibly unconsciousness, or
severe irritability can occur. The pupils may dilate. If the victim is conscious,
he or she may start undressing. This is called “paradoxical undressing.” This
is not a good sign! This means the outer blood vessels are now open wide,
allowing a rush of blood to the surface, making the victim feel very warm.
Our perception of warmth comes from our outer temperature, not our internal
temperature, causing a disconnect in how we think we feel. The result is a
rapid decrease in the core temperature and worsening symptoms.
Treatment. Get the victim under shelter and out of the elements. Insulate
the victim literally from the ground up. Be sure the clothing and coverings
are dry. Do not try to give fluids or foods by mouth, as aspiration will just
make matters worse. Steam for inhalation can be helpful if you are careful not
to cause burns. Now is the time to provide insulated heat packs to the
armpits, groin, and around the neck—why? Because the body has already lost
its ability to shiver, and the victim is unable to consume warm products to
help warm the core. Putting the victim in a sleeping bag with another warm
person can be helpful. Do not massage or vigorously rub the skin.
Unorganized heart rhythms are a danger, so do not overly jar or manipulate
the victim; keep him or her horizontal and as immobile as possible. Evacuate
as soon as possible.
Severe or profound hypothermia is extreme, with a core temperature of
less than 83 degrees F. The victim will be lethargic and weak or most likely
in a coma. The heart rate and breathing rate will be greatly decreased,
potentially less than half the normal rate. The pupils will be dilated, and the
victim may even appear dead. Most important, do not attempt CPR on the
victim until you are absolutely sure there is no breathing or heartbeat. Feel for
a pulse in the neck (carotid artery) and look for the humidity of a breath. You
can place a smooth metal object or mirror near the mouth to see if it “fogs”
from a breath. Always check for one or two minutes before initiating CPR.
Again, the heart will be extremely irritable, and every effort not to jar the
victim should be made. Make all of the efforts as in moderate hypothermia to
warm the victim. Keep in the back of your mind that the victim is not
considered “cold and dead” until he or she has been proven to be “warm and
dead.” Obviously, evacuation is essential for survival.
Prevention. For all forms of hypothermia, get under shelter and out of the
elements. Remove any wet and cold clothing, and rewrap in warm
replacements.

ENVIRONMENTAL HAZARDS
Lions and tigers and bears… possible, but not likely. However, there are still
dangers of bites and poisons by some obvious and not-so-obvious creatures
and plants. Prevention tips aren’t included in this section when it’s simply a
matter of avoiding a hazard.

Poison Oak, Ivy, or Sumac


Symptoms. “Leaves of three, let them be” is a good adage to remember when
thinking of poison oak and ivy. Poison oak, ivy, and sumac are plants in the
Toxicodendron (meaning “poison tree”)genus that secrete a resin known as
urushiol (pronounced “you-ROO-she-ole”), a skin irritant that can cause a
red, itchy, swollen rash with small vesicles (blisters) within one hour to two
to three days after exposure. Poison oak and poison ivy can be either an ivy
or a shrub, usually with the classic three leaves of various colors. Poison
sumac is a shrub that can have seven to thirteen paired leaves, usually with
red stems and berries of various colors, depending on the region and the
season. Poison sumac prefers flooded areas in the eastern states. Poison ivy
also tends to be more indigenous to the East Coast. Poison oak is more
prevalent in the western states. Rash development can continue up to about
ten days due to varying concentrations of urushiol on the skin. The rash itself
can last one to three weeks and in extreme cases even up to six weeks.
Treatment will depend on the intensity of the rash. Washing off the resin
is the first and most important step. To minimize the rash after exposure,
wash the exposed area within sixty minutes of exposure with soap and water
or with a commercial product such as Tecnu or Zanfel (see Figure 13-3). If
washing is delayed no more than two hours, the reaction can be decreased by
nearly 50 percent. No medications or topical treatments will be effective if
they are applied over a noncleansed exposure site. Ideally, antihistamines
should be taken as soon after exposure as possible. Steroid creams such as
hydrocortisone or triamcinolone can be helpful for symptomatic relief but
should be avoided on the face and genitals and should not be used for a long
period of time due to potential side effects such as skin thinning or adrenal
suppression. Colloidal oatmeal formulation (Aveeno Bath) or aluminum
acetate (Domeboro or Burow’s solution) purchased over the counter can also
be calming once the affected trekker gets home. Some rashes are so severe
they will require prescription oral steroids for relief.

Figure 13-3. Tecnu and Zanfel (Photo by Laura A. Wolfgang)


Prevention. All trekkers should be familiar with how each plant looks in
their region and how to avoid any contact. Wearing long pants and long-
sleeved shirts can help keep skin from being exposed. Remove contaminated
clothing inside-out and package separately from other clothing to prevent
spread from repeated exposure to the resin. Avoid brushing against clothing,
gear, or an exposed pet’s fur to avoid spreading the resin. Also be sure to
wipe down gear and your pets to prevent further exposure. Avoid scratching
an exposed area prior to washing, which can spread the resin, therefore
spreading the rash. Once the resin has been washed off of the exposed area, it
can no longer be spread.

Lightning
Symptoms. Victims of lightning strikes who appear dead are likely the ones
that need the most immediate care. Other injuries include superficial and
partial-thickness burns, fractures, bruises, chest and abdominal injuries,
seizures, confusion, temporary paralysis, and ear drum rupture.
Treatment of victims who appear dead is usually CPR or rescue
breathing, which helps the heart “reboot” after the lightning has caused a
disruption of the normal heartbeat. Treat other injuries as stated in the
appropriate sections in this chapter.
Prevention. To learn more about how to avoid being struck by lightning,
see “Lightning” in Chapter 9, “Now Let’s Get Out There!”

ANIMAL AND INSECT EXPOSURE


Stings, bites, and envenomation can really ruin a trip very quickly! All need
immediate attention and can range from a simple nuisance to an urgent life-
threatening event.
Insects such as mosquitoes and ticks cause more death and illness than
animal bites internationally, but here in the United States we have fewer
deadly vector-borne diseases (a vector is an insect or animal that transmits an
infectious agent). Mosquito, tick, and flea bites in foreign countries can be
life threatening or disabling; they can transmit malaria, dengue fever,
chikungunya, leishmaniasis, and more. If you are traveling abroad for
outdoor adventures, always check with a travel clinic or with the Centers for
Disease Control and Prevention (CDC) for what your exposure potential may
be.
Mosquitoes
Symptoms. West Nile Virus (WNV) is an illness that occurs from being
bitten by an infected mosquito. The mosquito was infected by biting an
infected bird. WNV is most prevalent during summer and into fall, when the
mosquito load is highest. Most people who are infected with WNV never
have symptoms. Symptoms, if they arise, generally appear in three to
fourteen days. Most common symptoms experienced are fever, headache,
body aches, nausea, vomiting, and possibly a rash or swollen lymph nodes.
These symptoms can last from a few days to a few weeks. More severe
symptoms can be alarming and potentially permanent. These symptoms can
include a very high fever, headache, muscle weakness, neck stiffness,
confusion, disorientation, vision loss, numbness, and even paralysis.
Treatment is simply treating the common symptoms. Severe WNV will
need hospitalization.
Prevention is protecting yourself with insect repellent (such as DEET),
applying it to all exposed skin. You can also avoid mosquito-infested areas,
such as standing water, and try to be in mosquito-proof shelter at dusk and
dawn, when mosquitoes are most active. Also, do not handle any dead birds.

Ticks
Symptoms. Ticks sit in wait on brush, shrubs, weeds, and grasses for a
warm-blooded passerby to latch onto. There are several tick-borne diseases,
including Lyme disease, Rocky Mountain spotted fever, and tularemia, to
name a few. The longer the tick (see Figure 13-4) stays attached, the more
likely disease can be passed on. Symptoms commonly include body aches,
fevers, and possibly other nonspecific flulike symptoms.
Treatment. If a tick is found, it must be removed correctly. What is the
correct way? Using thin-tipped tweezers, which should be in all first-aid kits,
grasp the tick as close as possible to your skin and gently and evenly pull
outward. Do not burn the tick or apply Vaseline, gasoline, fingernail polish,
or any other substance to “smother” the tick. Wash the area and your hands
with soap and water.
Prevention. Wear long pants and long-sleeved shirts. Perform frequent
tick checks.

Bees, Wasps, and Hornets


Symptoms. Bees, wasps, and hornets can cause a severe allergic reaction for
some called anaphylactic shock. The usual reaction is redness, swelling, and
itching that develops very quickly. Without treatment, a severe allergic
reaction can develop into breathing difficulties and shock. Those with known
allergies should always carry two EpiPens and let others in the group know of
their allergy.
Treatment. If an allergic person is stung, the goal is to get the stinger out
as quickly as possible and also avoid squeezing the stinger while removing it.
The quicker the stinger can be removed, the less venom will be inserted into
the victim. Use whatever is available to quickly scrape the stinger away—this
may mean removing an entire insect. Immediately apply a cool compress or
water to the site. To prevent a worsening reaction, give an antihistamine such
as Claritin or Allegra along with an H2 blocker such as Zantac. If available,
diphenhydramine (Benadryl) can also be given but will likely cause
drowsiness. If the victim is allergic, hopefully he or she will have two
EpiPens, as generally two will be needed approximately one hour apart for
best results. Always check for allergies to medications before giving
medications to a victim.
Prevention. Wear long pants and long-sleeved shirts, and avoid lingering
in areas where bees or wasps are active.

Figure 13-4. Tick


Arachnids
Two well-known dangerous spiders in the United States are the black widow
and the brown recluse. Both spiders can give a nasty bite with a varying
degree of local tissue reaction. There are two other venomous spiders in the
United States that backpackers are as likely to encounter. These include the
funnel spider (hobo spider) and the tarantula.
Symptoms. The black widow can cause a burning or stinglike bite that
will usually cause some redness to the site. The reaction can remain minor,
with some minimal redness or a “blanching” appearance an inch or two in
diameter surrounding the bite. Other victims, however, may suffer severe
muscle spasm and/or cramps, become restless and/or anxious, or complain of
sweating and muscle weakness. Children and the elderly are more likely to be
affected more severely. Anyone exhibiting symptoms, especially out in the
wilderness, should be taken for medical care. There is an antivenin available
for black widow spider bites, but it tends to cause allergic reactions.
The brown recluse spider will usually bite only when it is pressed, such
as when you are putting on a pair of shoes with a spider in the shoes or if it is
pressed between bedcovers. Most often, victims do not realize they have been
bitten until they develop a red blister surrounded by the characteristic “bull’s-
eye” ring of pale bluish discoloration. Common symptoms experienced can
include headache, nausea and/or vomiting, fever and chills, or an itchy rash.
Skin breakdown, or necrosis, may eventually appear weeks to months after
the bite and require medical attention.
Tarantulas (see Figure 13-5) can give a painful bite, but those in North
America are not aggressive and their bite is harmless. They are found in
rocky terrain and do migrate in the spring to mate. Most bites are from
putting hands or feet in a nest. The bite is similar to a wasp sting.
Scorpions are found mostly in the southern parts of the United States.
Scorpion venom has a fearsome reputation, but only one scorpion here, the
bark scorpion (see Figure 13-6), can cause death in a healthy person. A sting
will cause sharp pain and swelling at the sting site.
Treatment. No matter what the type of spider bite, all should be iced to
decrease the amount of swelling that may occur, and all restrictive jewelry
needs to be removed. Treat with antihistamines such as diphenhydramine
(Benadryl) and ice. For scorpion stings, first aid is primarily symptomatic,
with cold wet compresses and acetaminophen or ibuprofen to reduce the pain
and swelling. Seek medical aid for severe pain or if the sting is to a child.
Prevention. When in the wilderness, roll up your sleeping bag when it’s
not in use and cover the opening to your boots or shoes with a sock to prevent
unwelcome critters (spiders, scorpions, centipedes, etc.) from inhabiting these
warm, dark, premade “dens.” Avoid putting your hands in cracks and
crevices in the rocks, tree bark, or holes in the ground. Obviously, do not
attempt to handle any of these arachnids.

Snakes
The United States has two native types of venomous snakes: the pit vipers,
which include rattlesnakes, copperheads, and cottonmouths (water
moccasins); and coral snakes. Several new species of snakes are quickly
inhabiting some of the states due to the importation of exotic snakes for pets
that have been released into the environment. Travel outside of the United
States may increase the chance of exposure to other, more deadly venomous
snakes, and research prior to backpacking or trekking in a foreign country for
risk is optimal.
Most victims of snakebites survive, but a bite must always be considered a
medical emergency, as some reactions may be delayed. The severity of the
bite depends on several factors, such as type and age of the snake, how much
venom was injected (approximately 25 percent of bites are “dry”), the area of
the body attacked, and the condition of the victim. Identification of the snake
is helpful, but a snake should not be pursued for capture as this can cause
another bite or a new victim.
Symptoms that can manifest can range from burning pain and swelling at
the site to nausea, vomiting, numbness, and tingling around the mouth, a
metallic taste in the mouth, increased heart and breathing rates, shock, etc.
Treatment in the field is generally supportive (care for the victim) with
frequent checks on his or her status until evacuation is complete. All tight-
fitting clothes and jewelry in the area of the bite should be removed
immediately to prevent restriction and a “tourniquet” effect that can be more
traumatic to the injury. Limit physical activity for the victim, who may need
to be carried out to the evacuation site. Do not apply a tourniquet. Mark the
size of the swelling with a pen every fifteen minutes; this can help rescuers
identify how serious the envenomation is. Do not use a Sawyer extractor (a
device sold for snakebites), cut and suck on the bite site, apply ice, or apply a
pressure immobilizer—immobilization is good but not with pressure directly
on the bite. Also, it is very important not to give aspirin or a nonsteroidal
anti-inflammatory drug (NSAID) such as ibuprofen or naproxen, which can
worsen bleeding. Do keep the bitten limb lower than heart level to try to
decrease the speed the venom travels to the heart. Evacuate as soon as
possible.

Figure 13-5. Tarantula (Photo by Walter Konopka)


Figure 13-6. Arizona bark scorpion (Photo by Aamir Yunus)

Prevention. See Chapter 10, “Close Encounters of the Animal Kind.”

Hantavirus
Symptoms. Hantavirus is a severe viral respiratory illness caused by
exposure to, contact with, or inhalation of contaminated airborne dust from
infected rodent saliva, urine, or feces. The usual suspects are deer mice, brush
mice, western chipmunks, and, more recently, some squirrels. Early
symptoms will be flulike with fever, body aches, cough, and mild shortness
of breath. These symptoms can quickly worsen to include headache, chills,
abdominal pain, nausea, vomiting, and possible hemorrhage. Deterioration to
respiratory failure and hypotension (low blood pressure) is also possible.
Treatment is based on symptoms and is typically supportive.
Prevention. In the field, keep your food and water covered, get rid of
garbage, and keep your campsite and cooking area clean. Do not pitch your
tent or place sleeping bags near animal burrows, dens, or wood piles or
breathe the airborne dust from the ground.

Animal Bites
Symptoms. Of course, any animal encountered on an excursion has the
potential to bite. Bears and cougars can cause significant blunt trauma and
crushing and tearing injuries to a victim (see “Trauma” below).
Treatment. All victims will likely need to be immediately evacuated.
First aid will focus on stopping any bleeding and supporting the victim until
evacuation is possible.
Prevention. The best way to prevent an animal bite is avoidance and
awareness. All backpackers need to be aware of the animal life they may
encounter when out on an excursion. Animal habits need to be understood
when you are in bear or cougar country. Avoid the time of day or year you
are likely to have possible contact. It is optimal to avoid animal encounters as
much as possible (see Chapter 10, “Close Encounters of the Animal Kind”).

Rabies
Symptoms. Rabies virus infection in humans is uncommon here in the
United States, but if left untreated it will end in death. The animals most
commonly affected in the United States include raccoons, bats, skunks, foxes,
and coyotes. Bears have not been known to carry rabies. When traveling
abroad, dogs become more of a threat, especially to “kind-hearted”
Americans or those traveling rurally by bicycle. The virus is transmitted by
saliva either through a bite, a lick to an open wound, or even breathing the
virus in bat-infested caves.
The virus causes no symptoms until it reaches the brain, with a usual
incubation period of two to sixteen weeks, but it can incubate for longer than
a year. Once the virus reaches the brain, death is imminent. Nonspecific early
symptoms can include fatigue, anxiety, insomnia, irritability, fever, headache,
nausea, vomiting, and more. Neurologic symptoms can include hyperactivity,
seizures, aggression, biting, and hallucinations.
Treatment. Rigorous cleansing and irrigation of the wound with
benzalkonium chloride (BZK) or soap and water is necessary with any animal
encounter. Wound closure is still controversial, so do not close the wound
unless necessary to stop it from bleeding. Apply a gauze dressing, packing
the wound if necessary. If the animal can be captured without risking another
victim or another bite, the animal can be tested for the virus. Most
importantly, medical care must be sought to determine what treatment needs
to be administered.
Prevention. If you are planning an excursion that includes caving, cycling
in rural areas overseas, or backpacking in known rabies-infected regions,
consider vaccination for rabies. Even if you have been vaccinated,
postexposure treatment will still be necessary.

TRAUMA
We all know the obvious dangers when trekking on rocky terrain, cliffs, or
icy slopes—we use our greatest specialized gear and try to keep our wits
about us. It’s not always the obvious that can cause injury, however; the
wrong shoes, exhaustion, wear and rubbing of gear, poor physical
conditioning, and existing medical conditions can all be catalysts to injury.
Again, no prevention tips are included if they consist simply of avoiding the
hazard or being careful.

Blisters
Symptoms. Blisters are raised, fluid-filled bubbles of skin that form due to
friction, most commonly from ill-fitting shoes. Left untreated, blisters may
break and leave a painful, open area prone to infection.
Treatment. The best treatment for blisters is prevention. If the blister is
small and still intact, avoid draining it and instead apply a donut of moleskin
to protect it. You may have to place a few layers of the moleskin to prevent
rubbing. Other products to consider are Compeed or other hydrocolloid
(protective gel that absorbs water) dressings, especially if the blister has
opened.
There is a trick to using hydrocolloid dressings correctly: you should
warm them first (under your armpits or in your pocket), as this makes them
more pliable. They must be applied to skin that is very dry where the
adhesion of the dressing takes place. What is great about hydrocolloids is that
they are waterproof and can remain in place for up to seven days. You must
thoroughly clean the wound before applying.
If the blister is large, carefully drain it by puncturing it with a sterile
needle or pin at the base of the blister and press out the fluid. Do not puncture
the top of the blister. If the blister is deroofed (the skin covering has come
partially or all the way off), you will want to apply a hydrocolloid dressing
or, minimally, some antibiotic ointment covered with a nonadherent dressing
or gauze pad—again, take steps to prevent further rubbing. Monitor daily for
signs of infection: increasing redness, pain, swelling, or cloudy fluid
drainage. With infection, the dressing will need to be removed to allow for
drainage and, if not managed well, will require medical attention.
Figure 13-7. Use duct-tape to repair your feet. (Photo by Kristi Anderson)

Prevention. The first sign of a blister is a hot spot, a red, irritated, and
tender area of the skin. If you know where you get hot spots or feel one
developing, cover them early with moleskin or molefoam to prevent blisters
from having a chance to develop. Moleskin will stick better if you first apply
some benzoin to the skin and securely tape the moleskin down. If you don’t
have moleskin, you can apply tape over the hot spot—duct tape works great!
(see Figure 13-7).

Foreign Body in the Eye


Symptoms. Excessive tearing or pain when the eye is moved, with or without
the eyelid closed, may indicate a foreign object in the eye.
Treatment. A nonembedded foreign body in the eye can usually be
removed by rinsing the eye with clean water, from the nose to the outside of
the eye. If this doesn’t work, a cotton tip applicator (such as a Q-tip) or the
corner of a moistened gauze pad may be helpful. The victim may feel a
“sandy” sensation in the eye for a couple of days after the item is removed. If
available, eye ointment can be helpful and relieving. Encourage the victim
not to rub the eye, which further irritates it. Cool compresses to the eyes and
using sunglasses or resting the eyes can relieve the symptoms. Do not attempt
to remove an imbedded object. Instead, cover the eye and get to a medical
facility.
Prevention. Using sunglasses or goggles while climbing, bouldering, or in
the wind can help prevent foreign bodies from getting in the eyes. Also, avoid
touching the eyes.

Burns
Symptoms. Heat, radiation, and chemicals can damage skin, causing a burn.
Burn severity is determined by the size, depth, and part of the body that is
affected. A superficial burn (formerly known as first degree) will cause the
skin to appear red and can be painful. A common superficial burn is mild
sunburn. Superficial partial-thickness or deep partial-thickness (formerly
known as second-degree) burns will also have redness, but this will be
accompanied by swelling, clear-fluid blisters, and pain. Full-thickness
(formerly known as third degree) burns are severe and affect several layers of
tissue to include the nerves, blood vessels, and muscle. Due to the extent of
the damage the victim will not be in pain, unless the surrounding tissues have
superficial or partial-thickness burns. The burn will appear leathery, charred,
firm, and dry.
Treatment or the need for evacuation is indicated by severity or the burn
size in proportion to the body. Out in the field, the best way to determine total
body surface area (TBSA) affected is with the Rule of Palms. An individual’s
palm is roughly 1 percent of the body surface area and can be used to
measure the burn size. Most burns of less than 5 percent of TBSA can be
treated out in the field; however, this excludes any partial-thickness
(blistering) or greater (skin destroyed) burns of the face, genitals, hands, or
feet or a burn encircling an extremity. These will require immediate
evacuation. Be sure to cut away any burned clothing (unless embedded in
skin), and remove any constrictive clothing or jewelry.
Treatment for both superficial and partial-thickness burns involves cool,
wet compresses or gentle water flushing to help stop the burning and provide
relief. Application of an aloe vera gel or, in the case of second-degree burns,
a thin layer of antibiotic ointment can be helpful. Also, ibuprofen (Motrin or
Aleve) can help to relieve pain and influence healing if taken three times
daily with food. Leave small blisters alone, but if there are large (greater than
1 inch in diameter), thin-skinned blisters, these can be drained with a
sterilized pin to the side of the blister, but keep it intact and cover with a
nonadherent dressing. Change the dressing daily. Any victim with a partial-
thickness burn greater than 5 percent TBSA needs to be evacuated, as shock
can occur from the loss of fluids.
Treat a full-thickness burn the same as you would a partial-thickness burn,
but additionally be wary of shock, as large amounts of fluid will be lost with
this burn. If the victim is conscious and not vomiting, encourage frequent sips
of an electrolyte-based beverage such as Vitalyte or Gatorade. Any victim of
full-thickness burns of any size must be evacuated as soon as possible. Any
victim with a full-thickness burn of greater than 5 percent TBSA or affecting
hands, feet, face, or groin or encircling a limb must be more urgently
evacuated. If a facial burn is present, also check for singed hair in the nose,
coughing black, sooty mucus, hoarseness, or wheezing—a victim with these
symptoms also must be evacuated and the airway needs to be monitored
closely. This can be an ominous sign that the victim’s airway or lungs have
been compromised.
Prevention. Always apply and reapply sunscreen to avoid sunburns.
Avoid handling heat sources unnecessarily, and use caution when around heat
sources.

Scratches, Scrapes, and Lacerations


Symptoms. Lacerations are a common injury in the wilderness and are likely
caused by shear (tearing, crushing, or splitting) forces or punctures. The skin
will be broken and most likely bleeding.
Treatment. The basis of care for minor open wounds is a good cleaning
and prevention of infection. Irrigate the wound with clean water and, if
available, soap or a disinfectant wipe such as benzalkonium chloride (BZK).
Remove any debris with tweezers if necessary. For small (less than a half-
inch long) or very superficial, uncomplicated lacerations, commercial skin
glue (cyanoacrylates, such as superglue) can be used. Best not to use this near
the eyes! Just apply to the wound and hold the edges together until dried. Do
not apply any ointments to the wound if using skin glue, as the ointment will
dissolve the glue.
Closing larger wounds with skin glue or sutures should be avoided, but
butterfly taping (using steri-strips and benzoin) can be applied after cleaning.
Apply an antibiotic ointment or cream such as Bacitracin or Mupirocin and
cover with an occlusive (doesn’t allow air in or out) dressing or nonadherent
dressing. Occlusive dressings will not allow air in or out but will allow the
wound to drain and prevent an abscess from forming. Always check for
allergies before applying any topical agents. Monitor closely for signs of
infection. Neosporin is a popular antibiotic ointment that can cause a skin
reaction that may be mistaken for infection and, therefore, might not be an
ideal choice.
Shear-force lacerations tend to be “cleaner” wounds but can vary in depth
and severity. After thoroughly cleaning the wound with BZK or freshwater,
try to close the wound. If steri-strips are available, this is great! If not, steri-
strips can be made with duct tape. That’s right—narrow strips of duct tape
can close the wound. Squeeze the edges of the wound together and apply the
strips from one side across to the other, taut enough to keep the wound edges
together. Benzoin can be used to help with the adhesion if this is available. A
scalp wound may require hair to be clipped in the surrounding area to allow
closure or, if the hair is long enough, the hair can be tied across the wound to
help with closure.
A puncture wound has a greater potential for infection and should be
cleaned as well as possible. Closing a puncture wound is never the best idea
due to the risk of infection, unless it is a very large puncture wound, which
may benefit from being taped closed and allowing drainage. Cleanse well by
irrigation, if possible, and apply an antibiotic ointment and a dressing.
Prevention. Awareness of the environment, care in handling sharp
instruments, and staying alert are all obvious preventives for lacerations.

Bruises, Strains, Sprains, and Dislocations


Symptoms. Soft-tissue injuries include contusions (bruises), sprains, and
strains. A strain is an injury to tendons and muscle fibers usually caused
from overexertion such as lifting and pulling, from poor body mechanics, or
from a poorly sized or secured backpack. The back and neck suffer the most
from strains. A sprain occurs from stretching or tearing ligaments at the
joints; varying degrees of tenderness, discoloration, swelling, and pain may
be noted. Unfortunately, similar symptoms occur with a fracture, making
field diagnosis difficult. The ankles and knees are the joints most often
sprained. Pain with weight bearing can indicate a fracture and should be
avoided. Dislocation is the displacement of a joint that will show an obvious
deformity and pain. The more common joints to be displaced are the
shoulders, knees, ankles, and fingers.
Treatment. All soft-tissue injuries are best treated with application of
cold if possible to decrease swelling, bruising, pain, and disability. Out in the
wilderness, cold is not always available, though. Water from a cold stream
can help, snow is always useful, and, if available, use chemical cold packs.
Never apply heat. If a limb is affected, elevate it above the heart if possible.
Apply a compression dressing with an elastic bandage if available. When
wrapping, start from farthest away from the head and wrap toward the head.
Use a figure-eight pattern if the injury is to the ankle. Always check
circulation below the affected area after applying a wrap to make sure the
wrap is not too tight.
Gentle stretches and ibuprofen are helpful for strains. If a SAM
(Structural Aluminum Malleable) splint is available, use this to stabilize.
Stabilize sprains with a SAM splint, or make a splint out of whatever is
handy, such as a tent pole or a branch (see Figure 13-8). Be sure to remove
hiking boots if the swelling becomes severe to prevent problems with
circulation. Frequently check the circulation. Ibuprofen is the right medicine
to take to help with inflammation but should not be used if the victim is
allergic. Ibuprofen should be taken with food.
Dislocations can be alarming and more difficult to manage for the
inexperienced. Relocation of a joint should be done as soon after the injury as
possible, prior to the muscles going into spasm. Disruption of the circulation
is always a concern and, therefore, should be checked about every fifteen
minutes before and after relocation. There are very specific ways to relocate a
dislocation. Attempting relocation by a layperson is very controversial but
may be necessary due to compromise of circulation or just for evacuation.
Relocating a joint will always require gentle countertraction and is very
painful. The relocated limb should be supported with a sling or splint.
Evacuate the victim as soon as possible.

Fractures
Symptoms. Fractures (broken bones) occur as either closed (no break in the
skin) or open (opening in the skin exists with or without a bone protruding).
Open fractures are obvious with a protrusion (bone showing), but the fracture
may not be so obvious if the bone is not showing. Always suspect a fracture
if there is a deformity in a limb, rapid swelling and bruising with an injury,
pain and tenderness over a specific spot (point tenderness), a grating or
grinding (crepitus) sensation or sound with movement of the limb, motion
where there isn’t a joint, or the inability to use the limb. Fractures are often
mistaken as sprains, but an injury with these symptoms should be considered
a fracture until proven otherwise by an X-ray.
Treatment for fractures in the field is preventing movement with a splint.
An open fracture that is protruding can benefit from a rinse with fresh
disinfected water and a dressing before immobilizing. SAM splints are ideal,
but other items in your gear can also be used, such as camera tripods, tent
poles, trekking poles, or ice axes. For an improvised neck collar, clothing that
is taped into a roll, then taped in place can work as well as a SAM splint (see
Figure 13-9). Closed fractures can be more damaging to the soft tissue due to
the shearing of tissue from the mobile bone, and if the fracture can be gently
reduced (put back in place), this may prevent further tissue damage.
Figure 13-8. Splinting with available materials (Photo by Carol Murdock)
Figure 13-9. Improvised cervical collar (Photo by Carol Murdock)

Bleeding
Symptoms. Open wounds and nosebleeds can bleed, and bruising may
indicate internal bleeding.
Treatment. Most bleeding from wounds can be stopped using direct
pressure. Wear gloves; apply gauze and continue to hold pressure until the
bleeding has stopped. This may take as much as thirty minutes. Never
remove the dressing, but apply more dressings on top of the existing dressing.
If the bleeding doesn’t appear to slow down, verify you are applying pressure
directly over the wound. Every time you stop to check for bleeding, it restarts
the clock for the time pressure must be held, so do not keep peeking every
two minutes!
Often a person with a nosebleed will try to stop the bleeding by tilting his
or her head back and pinching the cartilage of the nose. Well, pinching the
nose is correct, but it is best to lean with the head forward to prevent the
dripping of blood down the throat, which will lead to aspiration or nausea and
vomiting (see Figure 13-10). If bleeding continues for greater than ten
minutes, insert a rolled-up piece of gauze or a woman’s tampon in the nostril,
which can help to stop the bleeding. Yes, women’s tampons or sanitary
napkins are great for stopping or absorbing bleeding.

Impalement
Symptoms. A sharp object piercing a part of the victim’s body will likely
cause pain and bleeding.
Treatment. Impalements should not be removed except in very rare
circumstances. Leave the object in place, as removal can cause severe
bleeding as well as tissue and nerve damage. Also try to ensure no movement
of the object while it is in place. Apply a bulky dressing; this can be a towel,
rolled-up clothing and tape, or an elastic wrap in place. If needed to control
bleeding, be sure to apply pressure around the impaling object as best as you
can; this will not be comfortable for the victim and he or she may resist. If the
impalement is of the eye, support the same way but also cover both eyes to
prevent movement. Get the victim to medical care as soon as possible.
Figure 13-10. For nosebleeds, apply pressure to the soft cartilage at the bridge of the nose.
Have the victim sit upright and lean the head slightly forward. (Photo by Carol Murdock)

MORE SERIOUS CONDITIONS


Again, prevention tips are not necessarily possible for these conditions and so
are not always included in this section.

Shock
Symptoms. Severe burns, blood loss, heart failure, allergic reactions,
infection, and spinal trauma are a few of the causes of a life-threatening
condition known as shock. Despite the cause, the symptoms are all basically
the same and will need extensive and immediate medical attention. Signs and
symptoms include pale, cool, and sweaty skin; restlessness or anxiety; a fast,
faint pulse; rapid and possibly irregular breathing; and potential
combativeness. Recognize the symptoms and act quickly.
Treatment. Control bleeding, provide warmth, provide spinal support,
splint fractures, and keep the victim lying down or in the recovery position
(lay the victim on his or her side) unless this causes more difficulty in
breathing. If the victim is diabetic, the cause of the symptoms, if not obvious,
may be low blood sugar (hypoglycemia), and the victim could benefit from
drinking sugary liquid (see “Diabetic Emergencies” below). Monitor the
victim closely and continuously until help arrives. No matter the cause,
evacuation must happen as immediately as possible.

Stroke
Symptoms. Strokes, also called cerebral vascular accidents (CVA), can be
caused by lack of oxygen to an area (ischemia) or from bleeding. This
happens when a blood clot blocks blood flow to a part of the brain or when a
blood vessel in the brain ruptures. It is impossible to identify the type of
stroke when out in the backcountry. Most important is to recognize the
possible signs and evacuate the victim as soon as possible. CVA is a time-
sensitive process and needs definitive treatment in less than six hours to help
prevent permanent damage or death. Any or all of these symptoms can
indicate a CVA is occurring: a change in mental status (drowsy, confused,
lethargic, comatose), weakness or numbness to usually one side of the body
or limbs, one-sided facial drooping, difficulty or inability to speak, dizziness
or stumbling, and possibly the sudden onset of a severe headache.
Treatment. Keep the victim with his or her head inclined at about 30
degrees and do not give aspirin, which can exacerbate hemorrhage. Until you
know for sure that the stroke is not the bleeding kind, you must avoid aspirin
or ibuprofen. These victims must be evacuated immediately.
Prevention. Manage your high blood pressure.

Heart Attack
Symptoms. A heart attack, or acute myocardial infarction (AMI), is heart
tissue injury caused by lack of blood and oxygen to a portion of the heart.
The hallmark symptom is chest pain that is crushing, pressured, squeezing, or
aching in the midchest. Other accompanying symptoms are nausea, sweating,
shortness of breath, lightheadedness, weakness, and radiation of pain to the
jaw and/or left shoulder and arm. Women tend to not have these “classic”
symptoms but may just have some nausea or indigestion-like pain, with or
without some of the other accompanying symptoms. If the victim is younger,
do not fall into the trap of thinking that they cannot be having an AMI.
Indigestion and upper abdominal pain can mimic an AMI but are considered
a secondary cause until proven otherwise.
Treatment. Ideally, 325 mg of aspirin should be chewed by the victim as
soon as possible to help with preventing a hard clot being formed in the heart.
If the victim is a heart patient, he or she may also have some nitroglycerin
tablets. If so, in addition to chewing the aspirin, one nitro tablet should be
placed under the tongue every five minutes for a maximum of three times if
the pain continues. Be prepared to possibly start CPR, as rhythm disturbances
often occur with AMI. Evacuate! A heart attack can result in death.

Diabetic Emergencies
Diabetes is a chronic illness that entails a disruption of the balance of blood
sugar (glucose) and insulin. Some diabetics manage their illness with insulin
or other injections and others with oral anti-diabetic medication. Before
venturing into the wilderness, all diabetics need to be well conditioned for the
type of activities expected, and their illness should be stable for several
months prior to the trip. They need to bring along not only enough
medication for the expected time away but extra in case of emergency. If
injectables are brought along, proper temperature control for the injectable
medication must be maintained. A sugar source such as oral glucose paste,
energy gel, a packet of sugar, or a small tube of cake frosting should be
included in the personal first-aid kit for emergencies. A change in diet, poor
monitoring and management of medications, or overexertion can cause one of
two problems diabetics are at risk for: diabetic coma from too much sugar
(hyperglycemia) or insulin shock from too much insulin or too little sugar
(hypoglycemia).
Diabetes and high altitude do not always go together well. There is an
association with high altitude and diabetic ketoacidosis (toxic levels of blood
acids caused by fat, rather than glucose, being used for energy), which can
lead to diabetic coma. The cause is not clear but may be induced by freezing
temperatures, loss of appetite from hypoxia (oxygen deficiency), or increased
incidence of altitude sickness. Diabetics need to be aware of this possibility
and be prepared to closely monitor their blood sugar, food intake, and
medications at altitude.
Symptoms of hyperglycemia. This condition is not very common in the
backcountry, and most diabetics recognize the symptoms early. Common
causes are from medication that has become unstable and ineffective from
temperature extremes, dehydration, increased stress, infection, and too much
food with too little insulin. Symptoms start slowly and can include dry
mouth, frequent urination, abdominal pain, nausea and vomiting, blurred
vision, fatigue, and at worst, coma. The skin may become red, warm, and dry.
The breath may smell fruity, and the pulse may become very rapid and weak.
Treatment starts with hydration, as most often the victim is dehydrated.
Adjusting with insulin might be tried by the victim, but if too much insulin is
given, hypoglycemia can occur. Evacuate if the hyperglycemia is significant
or continues to worsen.
Symptoms of hypoglycemia can happen rapidly and be mistaken for a
CVA (stroke). Confusion, irritability, incoordination, tremors, weakness or
numbness, headache, seizures, and insulin shock are late signs.
Treatment is giving glucose. If the victim’s level of consciousness is
sketchy, you can rub the glucose on their gums or put it under the tongue.
Once the victim has an improved level of consciousness, give the person a
small meal with some complex carbohydrates and protein to prevent
recurrence. The victim must now be monitored for up to six hours to ensure
no relapse of symptoms. These victims will not require evacuation unless
they continue to have recurrence of their hypoglycemia or they do not
completely clear the symptoms.

ALTITUDE ILLNESS
Altitude illness is a direct result of lower air pressure causing some degree of
hypoxia (oxygen deficiency in the body’s tissues), usually starting at
approximately 8000 feet (2500 meters). A more rapid ascent to higher
altitudes without acclimating (increasing the efficiency of oxygen delivery to
the tissues) increases the susceptibility of experiencing some degree of
altitude illness. Other factors that may contribute to susceptibility to altitude
illness are altitude of residence, preexisting illness, poor hydration, level of
activity, and genetics.
Human bodies easily adjust to the moderate hypoxia of altitude as long as
they are given time to do so. Generally this takes approximately three to five
days. Acclimation occurs by the body increasing the breathing rate and
increasing urination; therefore, people going to higher altitudes should avoid
alcohol or sleeping pills, which can promote or worsen the symptoms.
There are three syndromes associated with altitude illness: acute mountain
sickness (AMS), high-altitude cerebral edema (HACE), and high-altitude
pulmonary edema (HAPE).
The old adage of “climb high, sleep low” is the reminder used for
climbers. Consider obtaining a prescription of acetazolamide (Diamox) to
speed acclimation, especially if planning a rapid ascent. Normal dosing is 125
mg twice daily starting the day prior to ascent and continuing for twenty-four
hours after completing ascent. The dosing can be increased to 250 mg two to
three times daily for up to three days for mild to moderate AMS but could
cause some tingling in the fingers, toes, and/or lips; increased urination; and
taste changes. Do not take Diamox with a known serious allergy to sulfa.
Diamox works by speeding up the respiratory rate by acidifying the blood,
which increases the drive to breathe. Other drugs used for altitude are
dexamethasone (Decadron, a steroid) and nifedipine, but these should be
discussed with a medical provider to consider if these would be appropriate
for the planned itinerary.
Most often victims with worsening symptoms of altitude illness will not
recognize the symptoms themselves or will not speak up in fear of ruining the
trip for the other trekkers. This is life-threatening judgment, and all group
members need to understand the severity of ignoring the symptoms. The trip
may be “ruined” but would be much worse trying to manage this type of
medical emergency so remotely, especially if a trekking buddy dies. Once
symptoms are recognized, it is best to immediately descend at least 2000 feet
(600 meters) while monitoring the victim to see if symptoms are improving.
Always have a rescue plan in place.

Acute Mountain Sickness (AMS)


Symptoms. Headache is the most prominent symptom of this most common
form of altitude illness, and it may be accompanied by nausea, restlessness,
fatigue, loss of appetite, and at times vomiting. Think “hangover” here. An
early sign can be swelling of the face and hands. Headache is often the first
sign, appearing within two to twelve hours of arrival at altitude, and it can
generally resolve within twenty-four to seventy-two hours.
Treatment is to treat the symptoms: give the victim acetaminophen
(Tylenol) or ibuprofen (Advil or Motrin) for the headache, or start Diamox or
increase the dose of this to 250 mg two to three times daily. Have the victim
rest and stop the ascent, hydrate, and, if available, graze on a bland
carbohydrate meal. Never continue to ascend until these symptoms are
resolved.
Prevention. Taking approximately three to five days to acclimate should
help people avoid AMS; avoiding alcohol or sleeping pills also should help.
Sometimes even these measures don’t prevent AMS, however.

High-Altitude Cerebral Edema (HACE)


Symptoms. HACE is a severe progression of AMS and is most often
associated with HAPE (see the next section). Drowsiness, confusion,
lethargy, and loss of coordination (ataxia) develop in addition to preexisting
AMS symptoms (see the preceding section). This loss of coordination will be
increasingly obvious, with the victim staggering, having trouble with balance
(using a wide stance), and, if you test the person, he or she will be unable to
walk a straight line heel to toe, as if drunk.
Treatment. This condition requires immediate descent to a lower altitude,
as death can occur in as little as twenty-four hours after ataxia develops.
Prevention. Same as for AMS (above).

High-Altitude Pulmonary Edema (HAPE)


Symptoms. The development of HAPE can be more deadly than HACE.
Early signs are breathlessness with activity, which increases to breathlessness
at rest, a cough, and weakness.
Treatment. Immediate application of oxygen and/or descent is
imperative. Most of us do not have oxygen available, therefore descent to a
lower altitude with as little effort from the victim as possible is an absolute
necessity. Rescue descent should be planned prior to the expedition!
Prevention. Same as for AMS (above).

BE PREPARED
When preparing for that outward-bound adventure, don’t forget to pack the
common sense! We get so focused on the trip details of destination and gear
that we often underestimate or ignore the “what-ifs.” Consider your first-aid
kit and skills as an integral piece of your gear. With good preparation, you
can more confidently ensure less stress and chaos should something
challenging occur on your trip. Happy trails!
Getting Lost and Dealing with It
Jeff Marchand and Donald B. Stouder

If everyone who ventured into the wilderness were prepared to do so, there
would be less need for this chapter, but for many reasons—avoidable or
unavoidable—people do get lost or injured in the outdoors. Thoughtful
planning can often prevent these occurrences.

PREPARE IN ADVANCE
When you go into the wilderness, to some extent you leave behind the safety
net of cell phone communication and the emergency response of fire
departments and emergency medical technicians. To what extent varies
depending on how far you are from a metropolitan area and how far into the
wilderness cell phone coverage extends. This chapter discusses the use of cell
phones and other devices, but for now let’s assume you will not have cell
phone service, as in many places in the backcountry, you will not.
No one plans to be lost or injured, but when it does happen, the outcome
largely depends on the preparations that were made in advance. Thoughtful
planning, even for day trips, greatly reduces the risk of an unfortunate, or
even deadly, situation. Here are three basic things you should always do.

Leave Your Itinerary with a Contact Person


First, leave a detailed itinerary with someone you trust—your contact person.
Agree on a time of return, allowing plenty of room for changes in your
schedule, and then do your best to meet that intended itinerary.
Provide your contact person with a list of emergency contacts, including
the phone number for the agency that has jurisdiction over the area you’ll be
visiting, and instruct your contact person when to call for help if you do not
return by a certain time. If you get into a situation where you need help and
can’t get out, at least your contact person will be aware of your predicament
and will know who to call to request a rescue—and help will come
eventually.

Bring Navigation Tools and Know How to Use Them


Second, never go into an unfamiliar area without the basic tools of
navigation: map and compass and the competence to use both effectively
(even if you are a GPS wiz).

Bring the Ten Essentials


Third, carry the essential safety and survival items appropriate for your trip.
Ask yourself, “What would I need to survive the worst conditions I could
realistically encounter?” Always carry the Ten Essentials (see Chapter 5,
“Gearing Up”). There is always the possibility of getting stuck out overnight
if you or someone you’re with becomes lost or injured or if it is not safe to
continue.

BEING LOST AND DEALING WITH IT


If you become lost, admit it to yourself early and start dealing with it in a
rational manner. Stop moving and think. If you stop before you become
completely disoriented, you can usually find your way back to a known
location. Don’t wander about without a coherent plan. Remember the
acronym STOP:
• Sit
• Think
• Observe
• Plan

Rejoining a Group
If you’ve gotten separated from your group and become disoriented, stop and
listen for them. They may be signaling you. Call to them or, far better, use
your whistle—you can blow a whistle much louder and for much longer than
you can yell.
Make some intelligent movements toward where you think they went, or
climb to a nearby high point for a better view, making sure you can find your
way back to your last known location. Don’t go far from the place where you
became aware you were lost. When your companions realize you are missing,
they will begin looking for you where they last saw you.
If you aren’t successful in rejoining your group, then remember the
cardinal rule: Don’t panic.
If you’ve absorbed all the information contained in this book and are
reasonably well equipped, then you know everything you need to do in order
to survive. The most important thing you need now is the patience to sit down
and think clearly and calmly about your choices.
Should you sit still, make yourself comfortable, and wait to be found? Or
should you attempt to find your way out? Consider the factors.
Will the weather hold up? How long until sunset? How prepared are you
for a bivouac? Do you have the proper navigational tools? If so, can you
locate yourself on the map and navigate to a position of safety or possible
rescue? Are you sure? What obstacles lie along the way? How long will it be
before someone reports you as missing?

Staying Put and Awaiting Rescue


You may decide to stay put and let the searchers find you. If so, take care of
yourself. Find shelter; conserve your strength; protect yourself as best you
can from wind and rain, heat or cold, and burning sunlight.
Then make yourself as conspicuous as possible. If the sun is up, build a
smoky fire, thinking very carefully about how you’ll do this safely in
wildfire-prone areas. To catch the attention of aerial searchers, lay out bright-
colored clothing or camping gear on a hilltop or in a clearing. Rearrange the
natural features of the landscape (rocks, branches, etc.) into some unnatural
geometric form, if that doesn’t take too much energy.
Remember, three of anything—whistle blasts, gunshots, rock piles—is the
universal signal for distress. Use a signal mirror if you have one. At night,
build a safe fire both to keep warm and to attract attention. Above all, know
that when you are missed, someone will be looking for you. Relax; all you
have to do is survive until you are found.

Finding Your Own Way Back Out


If you are confident you can find your way back on your own, be reasonable
about doing it. You don’t want to find yourself hurrying across the desert in
midday heat or stumbling in darkness over unknown terrain.
When you do successfully find your way back out, immediately
communicate your return to your contact person and anyone else who may be
out looking for you.

DEALING WITH A MISSING HIKER


Discovering that a friend, relative, or member of your party is missing is a
terribly unnerving experience. But again, that’s never an excuse to panic.
You may be able to locate the missing person with whistles and a quick
search of the immediate area, or you may need to contact the authorities to
launch an organized search. Take into consideration who is missing and that
person’s experience, age, and health status. Also consider whether or not the
person has the proper equipment and how long he or she has been missing.
The appropriate time to initiate a search may depend on current or anticipated
weather conditions and the time of day.

Determine Where the Person Was Last Seen


First, try to establish where the person was last seen (“point last seen,” or
PLS). It’s very important that the area near the PLS remain undisturbed so
that future searchers can examine it carefully for clues such as tracks and
scents.

Try to Locate the Person


Before you leave the PLS, shout or whistle to see if the lost person responds.
This should be followed by a brief search of the trails, being careful not to
disturb footprints or other possible places a person could have gone in the
area around the PLS. Those who are searching should stay in pairs and keep
communicating with others as much as possible. Each searcher should be on
the lookout for clues such as footprints or personal belongings. If there’s no
indication of success after about two hours, then it’s time to call for outside
help.
Summon Outside Help
To summon help to find a lost person (or to evacuate an injured person),
you’ll need to notify the local law-enforcement authority, be it the county
sheriff, park ranger, or other authority. Fortunately for outdoor enthusiasts,
most areas are served by search and rescue teams. Most teams are volunteers;
some are part of the sheriff’s or parks department, while others are
independent groups. All operate under the authority of a local agency, usually
the county sheriff or the National Park Service, and as a rule, the individual
rescuers have received extensive training.

CALLING 9-1-1 WITH A CELL PHoNE


When cell-phone coverage is available, the emergency telephone number 9-1-
1 is the fastest way to reach the right agency to get help. Before making the
call, organize all the information you need to provide, just as you would for
sending someone out for help (see the next section).
More people are carrying cell phones into the wilderness for many
reasons. In an emergency situation, a cell phone may aid in summoning help,
although cell phone coverage is not always available in areas remote from
cities. A prepared hiker will also have the Ten Essentials and navigation
equipment and have well-rehearsed survival skills.
Batteries, cell signal, and texting. If you plan to rely on a cell phone,
remember that cell phone battery life is limited, so consider turning the phone
off until you need to use it, and carry extra batteries as well. Also, research
service coverage in the areas you plan to hike. Remember, rugged terrain can
block signals. If you have a poor signal, you may be able to improve it by
moving to a different location. Try to find an open area free from
obstructions, or move to higher ground. You have a better chance for a good
signal on a ridge than you do at the bottom of a canyon. If you are able to see
a populated area in the distance from a high point, you may have a better
chance of having cell phone reception. In case of fluctuating coverage, text
your at-home contact or a friend (not 9-1-1). A text signal can transmit more
information than a conversation if there is only a moment of coverage.
Providing your location. When calling for help, dial 9-1-1. Any cellular
service carrier must connect a 9-1-1 call to a call center regardless of whether
the call is made by a customer of their service or not. Using 9-1-1 can
provide the authorities the telephone number and approximate location of
where the call is originating. Newer technology has incorporated GPS
information into cell phones, which provides to emergency responders a more
accurate location of the caller.

Sending Someone Out for Help


Self-reliance should always be your goal, but you need to know the best
procedures to follow for contacting the proper authorities when there is an
emergency that requires sending someone out for help.
Dividing the group. You must decide how to divide the group and your
resources. When determining who should go for help and who should stay,
consider, for both the group and the messengers, the following:
• leadership
• the skills of each person (such as navigation and first aid)
• physical ability
• equipment
• water supply
• how long it will take for rescuers to reach you
Organizing the information for emergency responders. If the distance
to the nearest source of help is long, send at least two well-equipped people.
They must carry detailed information about these concerns:
• what and where the problem is
• what equipment and experience the group has
• the name, age, gender, and condition of any injured person (for
information on assessing injury, see Chapter 13, “Ouch! First Aid in
the Backcountry”)
Deciding on a rescue location. Messengers going for help should know
whether the group intends to stay in place, relocate to another identifiable
location, or move themselves toward the original destination, the start point,
or a better point of rescue. Since contact between the members traveling for
help and the remaining members may not be reliable via cell phones or other
technology, it is important that members of the group are in agreement about
where professional rescue assistance can find the remaining members of the
group. Those going for help should mark their return trail so rescuers can
quickly follow their trail back to find the group’s location.

LETTING THE SEARCH AND RESOJE TEAM DO


THEIR WORK
You can expect searchers to respond as quickly as possible once they know
someone is missing, but it may take several hours or more for them to
mobilize and get to your location. They will consider all the possibilities of
how the person became missing and what the missing person might do.
When the search and rescue team arrives, let them take over. Allay your
considerable anxiety with the knowledge that they know their business better
than anyone else.
The search effort concentrates on the most likely areas first. They start
with the PLS and try to determine the direction the lost person went. Using a
variety of search tactics—possibly including trackers, search dogs, aircraft,
and four-wheel-drive vehicles—the area where the missing person is believed
to be is confined and systematically searched. Searchers are looking not only
for the lost person but also for clues that the lost person may have left. A clue
can be a track, a piece of discarded gear, or any sign that the lost person has
been there. By finding and following clues, the searchers can find the lost
person much faster than if they were looking only for the person.
Everyone should learn about their local search and rescue organizations
and consider giving them their support. The National Association for Search
and Rescue (see “Resources” in the appendix) is a good resource for
information and training.

Using Personal Locating Devices


Rescuers are required to respond to every signal from a personal locating
device as if it were a life-threatening event, so these devices are to be used
only in a true emergency—a situation involving a chance of serious bodily
harm or the potential of death, and only after you have exhausted all means to
remedy the situation on your own. Do not rely on these devices for your
safety instead of having and using common sense, and be mindful that any
device can fail. Do not take more risk simply because you are carrying one.
In fact, if you would not go into the wilderness without the device, you
should rethink going at all.
However, these devices, when used correctly, do alert authorities that
there is someone in distress and aid in getting responders to the location.
They have been credited with saving lives.
Personal locator beacons (PLBs) are lightweight, pocket-sized units
designed to be carried by individuals, and they operate much the same as
emergency beacons used on ships and aircraft. The battery will last at least
five years. They are somewhat costly, with prices ranging between $400 and
$600, but they can be rented. The devices must be registered with the Federal
Communications Commission.
When activated, the PLB signal is received by an international search and
rescue satellite system, with worldwide coverage that can determine the
location of the unit within a few miles and notify the local search and rescue
authorities. Newer PLBs have integrated GPS technology to improve the
location accuracy down to about 300 feet (100 meters). The units will
transmit for a minimum of twenty-four hours.
Personal satellite tracking and messaging (SPOT) devices use the
private Globalstar satellite system to send messages and provide GPS
tracking. They are one-way communicators that will summon search and
rescue, send short “I’m okay” messages to family and/or friends, and track
your path for yourself or family members. Coverage, however, is not
worldwide and may be limited to specific service areas. The cost of these
units is approximately $99, and they require an annual service fee of about
$100.
Use them responsibly. There is some concern that both PLB and personal
satellite tracking and messaging devices may contribute to people going into
the wilderness less prepared than they would without the device. As a result,
people may take more risk or expect to be rescued in circumstances that are
merely uncomfortable or inconvenient but not life threatening. It is important
to know that these devices are not a replacement for being properly prepared
with the skills and equipment necessary for the wilderness environment. Even
in true emergencies, rescuers may not be able to reach a hiker quickly, and
survival skills may be needed during the period of time it takes to be located.

PAYING FOR THE COST OF SEARCH AND


RESCUE
There has been some debate over whether or not people calling for rescue,
specifically those seen as being negligent and getting themselves into
situations that a reasonable person would have avoided, should be charged
for their own rescue costs. Perhaps if people knew it is mostly vounteers who
foot the bill for their rescue, they would be more responsible for their own
safety.
Search and rescue operations are conducted primarily by volunteers, who
usually pay for their own equipment, provide their own transportation,
volunteer their time, and are only partly paid by government agencies. The
debate is fueled when a single rescue incident results in burdensome costs or
occurs in a jurisdiction that doesn’t have the money to cover the expense.
An option often discussed to balance the costs between taxpayers and the
person needing rescue is to charge all wilderness visitors a small use fee to be
put toward a budget for rescues. The counter proposal is that individuals
needing a rescue should pay the cost of that rescue, so that the general public
can enjoy the wilderness without being charged a use fee to pay for someone
else’s rescue. The counter argument is that charging people for the cost of
their own rescue would discourage frivolous calls for help; when a person
needing rescue considers the cost of a helicopter ride, the distinction between
mere discomfort or inconvenience and a true emergency involving the risk of
severe bodily harm or potential death becomes surprisingly clear.
The debate will continue, but it would be more easily resolved if all of us
would act responsibly and be prepared when we go into the wilderness, so
that we would call for help only after all our other options have been
exhausted.
Most people who venture into the wilderness enjoy an outing without
incident and return home safely. Reading this book is a great step toward
protecting yourself, respecting the environment, and preserving it for those
who follow.
As John Muir said, “The mountains are calling, and I must go.”
Appendix: Resources
CHAPTER 2
Reading
Hampton, Bruce, and David Cole. Soft Paths: How to Enjoy the Wilderness
without Harming It. 3rd ed. Mechanicsburg, PA: Stackpole Books, 2003.
Lamb, Jennifer, Glen Goodrich, Susan Chadwick-Brane, and Chad
Henderson. Wilderness Ethics by NOLS. Mechanicsburg, PA: Stackpole
Books, 2006.
Leave No Trace, Center for Outdoor Ethics. www.lnt.org.
McGivney, Annette. Leave No Trace: A Guide to the New Wilderness
Etiquette. 2nd ed. Seattle: Mountaineers Books, 2003.
Muir, John. John of the Mountains: The Unpublished Journals of John Muir.
Edited by Linnie Marsh Wolfe. Madison: University of Wisconsin Press,
1938.
———. My First Summer in the Sierra. Boston: Houghton Mifflin, 1911.
Wark, Jim, and Roderick Nash. Leave No Trace: The Vanishing North
American Wilderness. New York: Universe, 2011.
CHAPTER 3
Resources
CrossFit: www.crossfitnashua.com/what-is-crossfit.
Mayo Clinic: www.mayoclinic.com.
University of California San Francisco Medical Center: www.ucsfhealth.org.
Web MD: www.webmd.com.
Women’s Health: www.womenshealth.gov.
CHAPTER 4
Reading
Berger, Karen. Hiking and Backpacking: A Trailside Guide. New York: W.
W. Norton, 2003. Includes tips on how to walk, what to wear, what to
carry, food, no-trace camping, backcountry safety and rescue, and
navigation.
Curtis, Rick. The Backpacker’s Field Manual. Rev. ed. New York: Three
Rivers Press, 2005. A good overall guide for trip planning, equipment,
cooking, nutrition, first aid, navigation, wilderness travel, safety, and
weather observation.
Eng, Ronald C., ed. Mountaineering: The Freedom of the Hills. 8th ed.
Seattle: Mountaineers Books, 2010. The 50th-anniversary edition of this
classic guide for mountaineers; clothing, equipment, food, navigation, and
wilderness travel are only the first chapter—there’s more.
Jacobson, Cliff. Camping Secrets. 4th ed. Guilford, CT: FalconGuides, 2013.
In this 25th-anniversary edition “lexicon of camping tips only the experts
know,” topics are organized alphabetically, from Anchor to Yard Goods.
Logue, Victoria. Hiking and Backpacking: Essential Skills, Equipment, and
Safety. 2nd ed. Birmingham, AL: Menasha Ridge Press, 2004.

Resources
Bureau of Land Management: www.blm.gov/nhp.
National Park Service: www.nps.gov.
US Forest Service: www.fs.fed.us.
CHAPTER 5
Reading
To keep current on equipment and manufacturers, read equipment articles
and reviews in magazines such as Backpacker Magazine or Outside. Back
issues may be available at your local library or online, and hiking clubs may
have also publications with equipment articles. Below are some books to
consider as well:
Clelland, Mike. Ultralight Backpackin’ Tips. Guilford, CT: Globe Pequot
Press, 2011.
Jardine, Ray. Beyond Backpacking. 3rd ed. La Pine, OR: Adventure Lore
Press, 1999.
———. Trail Life: Ray Jardine’s Lightweight Backpacking. La Pine, OR:
Adventure Lore Press, 2009.
Jordan, Ryan, et al. Lightweight Backpacking 101. 3rd ed. Bozeman, MT:
Beartooth Mountain Press, 2001.
Jordan, Ryan, ed. Lightweight Backpacking and Camping. Bozeman, MT:
Beartooth Mountain Press, 2006.
Ladigin, Don, and Mike Clelland. Lighten Up! A Complete Guide for Light
and Ultralight Backpacking. Guilford, CT: Globe Pequot Press, 2005.

Resources
To buy equipment locally, check the Internet for backpacking, camping, and
sports outfitting stores and search for articles, reviews, and suppliers. Here
are some sources for lightweight backpacking gear:
Adventures in Stoving: www.adventuresinstoving.blogspot.com.
Backpacking: www.backpacking.net.
Backpacking Light: www.backpackinglight.com.
Gossamer Gear: www.gossamergear.com.
Hike Light: www.hikelight.com.
Hike Lighter (ultralight hiking blog): www.hikelighter.com.
Lightweight Backpacking 101: www.lightweightbackpacking101.com.
Minimus (products in very small quantities): www.minimus.biz.
Mountain Laurel Designs: www.mountainlaureldesigns.com.
Ray Jardine: www.rayjardine.com.
Six Moon Designs: www.sixmoondesigns.com.
Tarp Tent: www.tarptent.com.
Thru-Hiker: www.thru-hiker.com.
Ultralight Adventure Equipment: www.ula-equipment.com.
Zen Stoves (home of the alcohol stoves): www.zenstoves.net.
Z Packs: www.zpacks.com.
CHAPTER 6
Reading
Applegate, Elizabeth. Encyclopedia of Sports and Fitness Nutrition.
Roseville, CA: Prima Publishing, 2002. Liz Applegate’s articles are regularly
featured in Runner’s World magazine; this comprehensive work is an
overview on the nutritional needs of athletes and people of all ages.
Clelland, Mike. Ultralight Backpackin’ Tips. Guilford, CT: Globe Pequot
Press, 2011. Information on calculating calorie estimates for meal weights,
cooking with cozies, and ultralight meal philosophies from a vegetarian
author.
Coleman, Ellen. Eating for Endurance. Boulder, CO: Bull Publishing,
2000. A nutrition guide for endurance athletes with good information on
your body’s use of glycogen and fat, protein in the diet, hydration, and
eating for performance.
Ladigin, Don. Lighten Up! A Complete Handbook for Light and Ultralight
Backpacking. Guilford, CT: Globe Pequot Press, 2005. Information on
how to choose lightweight kitchen equipment, boil-in-bag cooking, and
steam baking.
Reinfeld, Mark, Bo Rinaldi, and Jennifer Murray. The Complete Idiot’s
Guide to Eating Raw. New York: Penguin Group, 2008. Very good
recommendations for plant-based nutrition.
Skurka, Andrew. The Ultimate Hiker’s Gear Guide, Tools and Techniques to
Hit the Trail. Washington, DC: National Geographic, 2012. Good tips on
foods for long-distance hiking.
Townsend, Chris. The Advanced Backpacker. Camden, MN: Ragged
Mountain Press, 2001. Advice for long-distance trips, preparation and
planning, food, and resupply methods.
Underkoffler, Renee Loux. Living Cuisine: The Art and Spirit of Raw Foods.
New York: Penguin Group, 2003. Excellent reference for raw foods and
vegetarian nutrition.

Cookbooks
Black, Teresa “Dicentra.” One Pan Wonders: Backcountry Cooking at Its
Finest. Asheville, NC: Black Mountain Publications, 2008.
Conners, Tim, and Christine Conners. Lip Smackin’ Backpackin’. Helena,
MT: Falcon Publishing, 2000.
———. The Scout’s Outdoor Cookbook. Guilford, CT: Globe Pequot Press,
2008.
Herod, Lori. Foil Cookery: Cooking without Pots and Pans. Arcata, CA:
Paradise Cay Publications, 2007.
Kirkconnell, Sarah Svien. Freezer Bag Cooking: Trail Food Made Simple.
Maple Valley, WA: Bay Street Publishing, 2005.
Latimer, Carole. Wilderness Cuisine. Berkeley, CA: Wilderness Press, 1991.
March, Laurie Ann. A Fork in the Trail: Mouthwatering Meals and Tempting
Treats for the Backcountry. Berkeley, CA: Wilderness Press, 2008.
Miller, Dorcas S. More Backcountry Cooking: Moveable Feasts from the
Experts. Seattle: Mountaineers Books, 2002.
Pearson, Claudia. NOLS Cookery. Mechanicsburg, PA: Stackpole Books,
2004.
Prater, Yvonne, and Ruth Dyar Mendenhall. Beyond Gorp: Favorite Foods
from Outdoor Experts. Seattle: Mountaineers Books, 2005.
Thomas, Dian. Recipes for Roughing It Easy: Great Outdoor Recipes for the
Backwoods and Backyard. Holladay, UT: Dian Thomas Publishing, 2001.
Yaffe, Linda Frederick. Backpack Gourmet. Mechanicsburg, PA: Stackpole
Books, 2002.

Resources
Anti Gravity Gear: www.antigravitygear.com.
Brasslight Backpacking Stove: www.brasslite.com/potcozy.html.
CHAPTER 7
Reading
Burns, Bob, and Mike Burns. Wilderness Navigation: Finding Your Way
Using Map, Compass, Altimeter, and GPS. 2nd ed. Seattle: Mountaineers
Books, 2004.
Helms, Russell. GPS Outdoors: A Practical Guide for Outdoor Enthusiasts.
Birmingham, AL: Menasha Ridge Press, 2006.
Hinch, Stephen. Outdoor Navigation with GPS. 3rd ed. Birmingham, AL:
Wilderness Press, 2010.
Kjellstrom, Bjorn. Be Expert with Map and Compass. 3rd ed. Hoboken, NJ:
John Wiley & Sons, 2009.
Letham, Lawrence. GPS Made Easy: Using Global Positioning Systems in
the Outdoors. 5th ed. Seattle: Mountaineers Books, 2008.
Randall, Glenn. Outward Bound Map and Compass Handbook. 3rd ed.
Guilford, CT: Globe Pequot Press, 2012.

Resources
US Geological Survey topographic maps and many other maps useful for
hikers can be purchased at outdoor equipment stores, map stores, on the
Internet, or through the USGS. To purchase paper maps or download free
maps from the USGS, visit: http://store.usgs.gov.
Google Maps: https://maps.google.com.
Magnetic declination calculator (point-and-click): www.magnetic-
declination.com.
National Geophysical Data Center’s declination calculators:
www.ngdc.noaa.gov/geomag-web/#declination.
CHAPTER 8
Reading
Bastone, Kelly. “Killer Trips: Weather.” Backpacker Magazine, October
2012. www.backpacker.com/weather-killer-trips-
destinations/destinations/16888.
Densmore, Lisa. Backpacker Magazine’s Predicting Weather: Forecasting,
Planning, and Preparing. Backpacker Magazine Series. Guilford, CT:
FalconGuides, 2010. Excellent and small enough to be carried on a trek.
McCafferty. Keith. “How to Make Your Own Weather Forecast.” Field and
Stream Magazine, March 2004.
www.fieldandstream.com/articles/fishing/fly-fishing/when-
fish/2004/03/how-make-your-own-weather-forecast.
National Oceanic and Atmospheric Administration. Weather Spotter’s Field
Guide. US Department of Commerce, National Weather Service, June
2011. www.nws.noaa.gov/om/brochures/SGJune6-11.pdf.
Shillington, Ben, and Rebecca Sandiford. Winter Backpacking: Your Guide
to Safe and Warm Winter Camping and Day Trips. Beachburg, ON:
Heliconia Press, 2009.

Resources
Current weather reports for cities and zip codes: www.weather.com.
Map showing current and recent positions of weather fronts across North
America: www.weather.unisys.com/index.php
National Oceanic and Atmospheric Administration’s cloud identification
chart: www.nws.noaa.gov/os/brochures/cloudchart.pdf.
National Oceanic and Atmospheric Administration on lightning weather
phenomena, information, safety tips, and photographs:
www.lightningsafety.noaa.gov.
National Weather Service: www.nws.noaa.gov. List of phone numbers to call
to receive a weather forecast via phone:
www.weather.gov/pa/recordedforecasts.php.
Naval Research Laboratory’s weather satellite maps:
www.nrlmry.navy.mil/sat_products.html. Check those in the Eastern
Pacific—EPAC—and estimate how many days before storms arrive; they
show up as big white “commas” on the globe.
Sierra Nevada weather and forecast:
www.sierrabackpacker.com/weather.htm.
Weather Bug (freeware computer software):
www.weatherbug.com/aff/default.asp?zcode=z6162.
The Weather Prediction (more than 300 different forecasting hints and
articles about weather):
www.theweatherprediction.com/habyhints/index.html.
Weather Underground (different types of weather maps):
www.wunderground.com.
CHAPTER 9
Reading
Brainerd, John W. The Nature Observer’s Handbook: Learning to Appreciate
Our Natural World. Guilford, CT: Globe Pequot Press, 1986.
Eng, Ronald C., ed. Mountaineering: The Freedom of the Hills. 8th ed.
Seattle: Mountaineers Books, 2010.
Fletcher, Colin, and Chip Rawlins. The Complete Walker IV. New York:
Alfred A. Knopf, 2002.
Meyer, Kathleen. How to Shit in the Woods: An Environmentally Sound
Approach to a Lost Art. Berkeley: Ten Speed Press, 2011. A lighthearted
but serious account of how to take care of toilet needs while enjoying the
outdoors.

Resources
American Mountain Guides Association (offers training on glacier travel):
http://amga.com/
CHAPTER 10
Reading
Herrero, Stephen. Bear Attacks: Their Causes and Avoidance. New York:
Lyons Press, 2002. A good blend of anecdotal and research information;
highly recommended for those planning backcountry trips in the grizzly
territories of the United States and Canada.
Smith, Dave. Backcountry Bear Basics: The Definitive Guide to Avoiding
Unpleasant Encounters. 2nd ed. Seattle: Mountaineers Books, 2006.

Resources
Backpacker Magazine’s food-hanging methods:
www.backpackermagazine.com/skills
CHAPTER 11
Reading
Abbey, Edward. Desert Solitaire: A Season in the Wilderness. New York:
Touchstone, 1990.
Hogue, Lawrence. All the Wild and Lonely Places: Journeys in a Desert
Landscape. Washington, DC: Island Press, 2000.
Larson, Peggy Pickering. The Deserts of the Southwest: A Sierra Club
Naturalist’s Guide. 2nd ed. San Francisco: Sierra Club Books, 2000.
Schad, Jerry. California Deserts. Helena, MT: Falcon Publishing, 1997.
Shelton, Richard. Going Back to Bisbee. Tucson: University of Arizona
Press, 1992.
Zwinger, Ann. The Mysterious Lands: A Naturalist Explores the Four Great
Deserts of the Southwest. Tucson: University of Arizona Press, 1996.
CHAPTER 12
Reading
Daffern, Tony. Backcountry Avalanche Safety: Skiers, Climbers, Boarders,
and Snowshoers. 3rd ed. Surrey, BC: Rocky Mountain Books, 2009.
Eng, Ronald C. Mountaineering: The Freedom of the Hills, 8th ed. Seattle:
Mountaineers Books, 2010. Includes extensive coverage of snow and
glacier travel; a classic in its field.
Ferguson, Sue, and Edward R. LaChapelle. The ABCs of Avalanche Safety.
3rd ed. Seattle: Mountaineers Books, 2003. The classic pocket guide to
avoiding avalanches—updated with the latest in technology and technique.
Giesbrecht, Gordon, and James Wilkerson. Hypothermia, Frostbite, and
Other Cold Injuries: Prevention, Survival, Rescue, and Treatment. 2nd ed:
Seattle: Mountaineers Books, 2006.
Gorman, Stephen. The Winter Camping Handbook. Woodstock, VT:
Countryman Press, 2007.
Hindman, Steve. Cross-Country Skiing: Building Skills for Fun and Fitness.
Seattle: Mountaineers Books, 2005.
McManners, Hugh. The Complete Wilderness Training Guide. London:
Dorling Kindersley, 2007.
O’Bannon, Allen, and Mike Clelland. Allen and Mike’s Really Cool
Backcountry Ski Book. Guilford, CT: FalconGuides, 2007.
Parker, Paul. Free-Heel Skiing: Telemark and Parallel Techniques. 3rd ed.
Seattle: Mountaineers Books, 2001.
Prater, Gene. Snowshoeing: From Novice to Master. 5th ed. Seattle:
Mountaineers Books, 2002. Includes a well-illustrated section on snow
camping.
Randall, Glenn. The Outward Bound Staying Warm in the Outdoors
Handbook. New York: Lyons Press, 2000. No other book addresses the
issue of avoiding cold so succinctly and completely.
Tilton, Buck, and John Gookin. NOLS Winter Camping. Mechanicsburg, PA:
Stackpole Books, 2005.
Volken, Martin, Scott Schell, and Margaret Wheeler. Backcountry Skiing:
Skills for Ski Touring and Ski Mountaineering. Seattle: Mountaineers
Books, 2007.
Resources
American Avalanche Association (lots of information on avalanche
education, avalanche centers, avalanche reports and professions):
www.avalanche.org.
American Mountain Guides Association: www.amga.com. For more than
thirty years, the AMGA has supported the guiding community through
excellence in education, standards, and certification to enhance the quality
of services provided to the public, while serving as a resource for
accessing and protecting the natural environment.
Primitive Ways (igloo-building information):
www.primitiveways.com/igloo.html.
CHAPTER 13
Reading
Auerbach, Paul S., Howard J. Donner, and Eric A. Weiss. Field Guide to
Wilderness Medicine. 3rd ed. Philadelphia: Mosby, 2008.
Auerbach, Paul S., David Della-Guistina, and Richard Ingebretsen. Advanced
Wilderness Life Support. 7th ed. Salt Lake City, UT: AdventureMed-
Wilderness Medicine Education, 2011. Student manual.
Centers for Disease Control and Prevention. The Yellow Book 2012, CDC
Health Information for International Travel. New York: Oxford
University Press, 2012.
Jong, Elaine, and Christofer Sanford. The Travel and Tropical Medicine
Manual. 4th ed. Philadelphia: Saunders, 2008.
Markeson, David, Jeffrey D. Ferguson, et al. “Part 17: First Aid: 2010
American Heart Association and American Red Cross for First Aid.”
American Heart Association Journals. www.circ.ahajournals.org.
Tilton, Buck. First Aid: A Complete Illustrated Guide. Guilford, CT: Globe
Pequot Press, 2010.
Weiss, Eric A. Wilderness and Travel Medicine: A Comprehensive Guide.
4th ed. Seattle: Mountaineers Books, 2012.

Resources
West Nile Virus Fact Sheet. Centers for Disease Control and Prevention:
www.cdc.gov.
CHAPTER 14
Reading
Cooper, Donald C., Patrick “Rick” LaValla, and Robert “Skip” Stoffel.
Search and Rescue Fundamentals. 3rd ed. Olympia, WA: Emergency
Response Institute, 1996. Basic skills and knowledge to perform wilderness
inland search and rescue.
National Association of Search and Rescue. Fundamentals of Search and
Rescue. Centerville, VA: Jones and Barlett Learning, 2005.
Setnicka, Tim J. Wilderness Search and Rescue. Boston: AMC Books, 1980.
The bible of search and rescue techniques.
Shimanski, Charley. General Backcountry Safety: A Resource for All
Backcountry Users. San Diego: Mountain Rescue Association, 2008.
www.mra.org/images/stories/training/SARforleaders.pdf

Resources
Federal Communications Commission’s “Wireless 911 Service Consumer
Fact Sheet”:
http://transition.fcc.gov/cgb/consumerfacts/wireless911srvc.pdf.
Mountain Rescue Association (an organization of teams dedicated to saving
lives through rescue and mountain safety education):
www.mra.org/images/stories/training/backcountrysafety.pdf.
National Association for Search and Rescue (provides training, certification,
and advocacy on behalf of search and rescue): www.nasar.org.
National Oceanic and Atmospheric Administration’s search and rescue
satellite-aided tracking: www.sarsat.noaa.gov/emerbcns.html.
Index
The index that appeared in the print version of this title was intentionally
removed from the eBook. Please use the search function on your eReading
device to search for terms of interest. For your reference, the terms that
appear in the print index are listed below.

A
acclimate, how to
acute mountain sickness (AMS)
alcohol consumption
altimeters
altitude illness
animals See also wildlife
artifacts
avalanches

B
backpacks. See packs
badlands
balaclavas
bearings
back
cross
following
setting
taking
bear-proof boxes, food
lockers, canisters, and sacks
bears
attacks by
deterring with pepper spray
identification of
bites
bear
insect
snake
spider
tick
bivouacs
bivy sacks
bladder (hydration reservoir)
blisters. See first aid
boots. See footwear
buddy burner
Bureau of Land Management
bushwhacking

C
caches
campfires
campsite selection
in bear country
in winter
carbohydrates
carbon monoxide
cars
animal damage to
coordinating transportation
desert travel in
cell phone reception
checklists
clothing
cotton
for desert travel
for winter travel
vapor barrier
water-resistant
compass See also bearings; maps; navigation
navigation by map and
condensation
conditioning, physical. See fitness
constipation
contour lines
controlling agency
cooking. See foods
cookware
crampons
cross-country skiing
cross-country travel
cryptobiotic crust

D
day packs. See also packs
declination
dehydration
desert travel
clothing and equipment for
heat conditioning for
survival techniques for
desert weather
Dutch oven

E
electrolytes
emergency. See also Ten Essentials
evacuation
rescue contact
shelters
environmental impacts See also Leave No Trace
equipment. See clothing; cookware; footwear; packs; shelters; sleeping bags;
sleeping pads; stoves; Ten Essentials; water treatment
equipment checklist
ethics
etiquette, outdoor
exercise. See fitness

F
fanny packs. See also packs
first aid
ABC procedure
abdominal pain
acute mountain sickness (AMS)
allergies
altitude illness
anaphylactic shock
animal bites
apnea
assessment of injured person
asthma
bee stings
bleeding
blisters
burns
cardiopulmonary resuscitation (CPR)
constipation
contusions (bruises)
cramps
dehydration
diabetes
diarrhea
dislocations
foreign body in the eye
fractures
frostbite
heart attack (acute myocardial infarction, or AMI)
heat cramps
heat exhaustion
heatstroke
high-altitude cerebral edema (HACE)
high-altitude pulmonary edema (HAPE)
hypoglycemia
hypothermia
impalement
insect and spider bites and
stings
knee pain
lacerations
lightning injuries
low back pain
Lyme disease
mosquito-borne illnesses
nosebleeds
plantar fasciitis
poison ivy, oak, and sumac
rashes
Rocky Mountain spotted fever
scorpion stings
shock, circulatory
snakebite
snow blindness
spider bites
spine and neck injuries
splints
sprains and strains
stings, bee and wasp
stroke
sunburn
tetanus
tick bites
trench foot
women’s health concerns
first-aid kit
fitness flexibility
for high temperatures
health issues
posture
strength
stretching
women’s issues
flash floods
foods See also nutrition
breakfast
caches
cleaning up
conserving fuel
cooking
cooking groups
cookware for
dehydrated
dinner
freeze-dried
lunch
menu planning
preparation
requirements per day
shopping and repackaging
storage
wild
footwear See also gaiters
mountaineering boots
ski boots
socks
frostbite
fuel, conserving

G
gaiters
Giardia lamblia,
Global Positioning System (GPS)
gloves
GPS. See Global Positioning System
grizzly bear. See bears

H
habituation
handwear
hats. See headwear
headwear
heat exhaustion
heat packs (handwarmers)
heatstroke
high-altitude cerebral edema (HACE)
high-altitude cooking
high-altitude pulmonary edema (HAPE)
hiking sticks. See trekking poles
horses
human waste, disposal of
hydration, See also water
hydration pack (hydration reservoir), See also packs
hygiene. See sanitation
hyponatremia
hypothermia

I
ice axes
igloos
illnesses. See first aid
“inhibition constipation,”
injuries. See first aid
insects
itinerary, trip

L
layering system, clothing
Leave No Trace (LNT)
lightning
lost hikers
Lyme disease

M
magnetic declination
magnetic north
maps
photocopying USGS topos
symbols on
topographic
UTM grid on
weather
medical kit. See first-aid kit
medications
menstruation
menu planning
mittens
mosquitoes
mountain lions
mountain travel
avalanches
glacier travel
seasons
snowfields and ice
Muir, John
N
National Park Service
navigation See also bearings; compass
by compass
by GPS
by map and compass
by map and GPS
by sun, moon, and stars
maps at night
calls
north, difference between true and magnetic
nutrition See also foods
carbohydrates
fats
fiber
fluids. See also water; sports drinks
proteins
special requirements
vitamins and minerals

O
one-pot meals

P
packing checklist
packs
lightening
maximum weight of
pack trains
pads, sleeping
for winter
pee bottle
performance fabrics
permits
personal locator beacons (PLBs)
personal satellite tracking and messaging devices
petroglyphs and pictographs
physical conditioning. See fitness
planning
checklists
meetings
trip itinerary
point last seen (PLS)
poison oak, ivy, and sumac
ponchos
pot cozy
pregnancy

R
rabies
raingear
rattlesnakes
rest step
rest stops
right-of-way
Rocky Mountain spotted fever

S
sanitation
bathing
food disposal and cleanup
garbage and trash
pee bottle
toileting and human waste disposal
women’s hygiene products
scorpions
screening trip participants
search and rescue cost of
shelters (tents and tarps)
emergency
fast-pitch option
winter
skiing, cross-country
sleeping bags and sleeping pads
for winter
snakes
snow
blindness
melting for water
shelters
travel across
snowshoes
soap, biodegradable
socks
SPF (sun protection factor)
spiders
sports drinks
stings
STOP (Sit, Think, Observe, Plan)
stoves
conserving fuel
stream crossings
sunburn
sunglasses
sunscreen

T
tarps. See also shelters
Ten Essentials
tents See also shelters
ticks
tips for staying warm
toileting. See sanitation
topographic maps
tracks
animal
lost person
trekking poles
true north

U
ultraviolet radiation (UV)
US Forest Service
UTM (Universal Transverse Mercator)
coordinates
grid
grid lines and compass
grid lines and GPS

V
vaccinations
vapor barriers

W
water See also sports drinks
caching
camping near
carrying
crossings
preserving for wildlife
requirements per day
treatment
weight per gallon
waterproof-breathable fabrics
waxing skis
weather
barometric pressure
clouds
fronts
lightning
maps
precipitation
reports and information
rules for the weather-wise
thunderstorms
wind,
wilderness,
definition of
preservation
wildlife See also bears; mountain lions; snakes
respecting
preserving water for
winter
clothing
cooking
equipment
hazards
shelter
tips for staying warm
women’s considerations
in choice of packs
in choice of sleeping bags
in symptoms of heart attack
medications
About the Contributors

Kristi Anderson
Kristi had no camping or backpacking experience before taking the
Wilderness Basics Course (WBC) in 1996 and quickly became hooked. She
has partici-pated with the class ever since, as a leader and as staff, and has
made good on the techniques she learned in class by going on fabulous trips
to the Grand Canyon, Yosemite, and the Rocky Mountains. Her favorite
destination is Zion National Park in Utah.

Bill Edwards
A member of the San Diego Chapter of the Sierra Club for the past thirty-five
years, Bill has taught WBC courses for thirty years, with an emphasis on land
navigation outings. He has backpacked throughout much of the Southwest
and is an unapologetic lover of the desert environment. Bill is also a
naturalist trail interpreter for the Canyoneers San Diego Natural History
Museum and for Mission Trails Regional Park.

Robert L. Feuge
From his earliest days, Bob has explored the terrain of the Southwest. When
career moves took him to California, he became enamored with the Sierras,
particularly Yosemite National Park. In 1986 Bob took up backpacking in
order to explore deeper into the Sierras. At the same time, he avidly read the
writings of John Muir. In 1989 he joined the Sierra Club and took the Basic
Mountaineering Course (now the WBC). As a result, Bob became even more
hooked on exploring the wilderness. In 1991 he joined the staff of the WBC
and served four years as snow camp coordinator. Subsequently, he served as
vice chairman and then chairman in 1997–98. In 1999 he and his wife moved
to Sedona, Arizona, where he lives today, avidly exploring the red rock
country.
About the Contributors
Skip Forsht
Skip Forsht began hiking and backpacking as a Boy Scout in Rhode Island.
After moving to California in his twenties and discovering the Sierra Nevada
and Anza-Borrego Desert State Park, he knew he was in the right place. He
has been a Sierra Club leader and assisted with the WBC since 1996, helping
to train new leaders. He has backpacked the California portion of the Pacific
Crest Trail and has his sights set on Oregon and Washington now. Skip
provided valuable review of all the chapters for the third and fourth editions
of this book.

Mike Fry
Mike started backpacking with the Boy Scouts of America nearly sixty years
ago. It didn’t work out. Many years later, in 1968 he joined the Sierra Club
and took the Basic Mountaineering Course in 1970, and his life was changed
forever. He became a chapter outings leader in 1972. He helped form the
cross-country ski section in 1975 and served as chair for thirty-eight years.
He has built and rebuilt 6 miles of hiking trail on Mount Woodson for the last
twenty-two years.

David M. Gottfredson
Formally trained in chemical engineering, David has been hiking and
camping since he was a child growing up in the foothills of southern
California. Introduced to hiking in the desert through what was then the
Sierra Club San Diego Chapter’s Basic Mountaineering Course in 1986, he
went on to serve as an instructor and treasurer of the course for the next
sixteen years. He is an avid hiker who splits his time between the desert and
the mountains and particularly enjoys hiking in the Southwest, especially in
Utah and Arizona.

Alfred F. Hofstatter
As a Boy Scout, Alfred embraced the experience of camping and hiking and
has continued to pursue his outdoor adventures to this day. He introduced his
passion to his sons and grandchildren and now goes camping with them in the
Sierras and Alaska. He has been on the staff of the WBC since 1999 and P»
was instrumental in introducing Leave No Trace into the curriculum. As a
chapter outings leader, he leads training outings for the WBC. Alfred also
enjoys gardening, traveling, and teaching land navigation.

Pauline Jimenez
Pauline discovered backpacking in 1976 through the Basic Mountaineering
Course offered by the San Diego Chapter of the Sierra Club. She became a
chapter outings leader in 1993 and later an instructor for the course. She
enjoys camping and backpacking in Anza-Borrego Desert State Park, leading
longer summer trips in the Sierra Nevada, and trail-testing new recipes.
Pauline also leads nature outings on behalf of the San Diego Natural History
Museum and is a member of the Desert Protective Council. Her trail
avocations include ethnobotany, “naked eye” astronomy, and harmonica
concerts under the stars.

Nancy Jungling
Nancy is a physical therapist and member of the Sierra Club. She is a
graduate of the WBC and has served as a chapter outings leader and medical
coordinator for the San Diego Chapter. She has enjoyed hiking, camping, and
backpacking in Utah’s Zion National Park, California’s Anza-Borrego Desert
State Park and Yosemite National Park, and Arizona’s Cata-lina State Park.
Nancy enjoys the meditative qualities of nature. She loves the smell of rain
and the presence of deer on the trail, and she thanks her husband for carrying
the bear canister and the tent and the stove so that she is free to track the
marmots!

Jeff Marchand
Jeff is an avid hiker, biker, skier, and sea kayaker who grew up in the Pacific
Northwest. His interests in outdoor education and search and rescue began in
the late ‘70s. He was an active member of the San Diego Mountain Rescue
Team for seventeen years. He has been involved with the North County
Group of the San Diego Chapter of the Sierra Club since 1991 and was
chairman of their Wilderness Basics Course for thirteen years.
Jerry Schad
Jerry held bachelor’s and master’s degrees in astronomy and taught
astronomy and physical science at San Diego Mesa College. His interests
ranged from astronomy and teaching to photography and writing. Jerry was
the author of fifteen books, including a college-level textbook for
introductory physical science courses and the top-selling Afoot & Afield
series of hiking guidebooks that cover nearly all of southern California. In the
last year of his life, Jerry enjoyed spending time with his wife, Peg Reiter, as
they walked, hiked, and traveled. Jerry passed away at age sixty-one from
kidney cancer.

Marty Stevens
Ever since his father took him as a young boy on canoe trips in the Boundary
Waters Canoe Area Wilderness of Minnesota, Marty has been an outdoor
enthusiast. He is an avid hiker, backpacker, and cross-country skier who
spends much of his free time in the High Sierra, the backcountry of San
Diego County, or the snowy slopes of California. He has rafted the rivers of
the Northwest and hiked New Zealand, the big island of Hawaii, and 846
miles of the Pacific Crest Trail.
Bob Stinton
A native of San Diego, Bob has been exploring the Southwest and Sierras
since his early years on family and scouting trips. After completing the San
Diego Chapter of the Sierra Club’s Basic Mountaineering Course (now the
WBC) in 1972, he became a chapter outings leader and has been active in the
program since. Bob enjoys traveling off-trail, cross-country routes on foot,
skis, or snowshoes, exploring and enjoying the less-traveled places.

Earl Towson
A retired aerospace engineer with a lifelong love of astronomy and science
who enjoys nature, Earl teaches classes for the Sierra Club’s Nature
Knowledge Workshop in Astronomy, Geology, Soils, and Weather. He
lectures at San Diego State University on astrobiology for the Jet Propulsion
Laboratory and for the Boy Scouts of America’s National Camp School
(NCS). At NCS he teaches forestry, birding, mammals, reptiles, botany,
environmental science, and more. He has done extensive backpacking in the
Sierras and Rockies.
Eugene A. Troxell
Eugene is a retired philosophy professor from San Diego State University
(SDSU). After receiving his doctorate in philosophy from the University of
Chicago in 1966, he taught continuously at SDSU until he retired in 2000. He
is coauthor or the book Making Sense of Things. His philosophic specialties
include the later philosophy of Ludwig Wittgenstein and ethics, particularly
environmental ethics. In his younger days, he did a great deal of camping and
hiking. After retiring he has worked with the Institute on Religion in an Age
of Science on developing pantheism into a viable religious naturalism.

Glen Van Peski


Glen is the founder and chairman of Gossamer Gear, a leading cottage
manufacturer of lightweight backpacking gear, and also serves as city
engineer for the city of Carlsbad. Glen is a regular, if slow, runner of
marathons and half-marathons and an avid backpacker. He is an
internationally sought-after speaker and author on ultralight backpacking
equipment and techniques. Glen is an instructor and guide with Wilderness
Outings and other outdoor education organizations.

Diane Purkey Wilson


Diane’s childhood camping trips with her grandparents led to the Sierra
Club’s Basic Mountaineering Course and a lifelong passion for hiking,
backpacking, and land navigation, which she now teaches for the WBC in
San Diego. She is also a leader trainer for the San Diego Chapter of the Sierra
Club. Diane provided valuable review of all the chapters for the fourth
edition of this book.

Laura A. Wolfgang
Laura served in the US Navy for twenty years as a nurse, in her last years
serving as a nurse practitioner. She has experience in aeromedical
evacuations, trauma training, intensive care, travel medicine, and infectious
diseases. She has been certified in Advanced Wilderness Life Support. She
loves adventure and the outdoors and is quite active with hiking, camping,
surfing, and cycling.
Ted Young
A native Southern Californian, Ted has long enjoyed visiting California’s
deserts in the winter and the mountains in summer. His favorite kind of
summer vacation is backpacking to a base camp near timber-line in the Sierra
Nevada and then spending the days hiking cross-country—ideal
circumstances for refining wilderness navigation skills.

Other Contributors
The following people provided photographs or content for previous editions
of this volume: Priscilla Anderson, Scott Anderson, Hal Brody, Nelson Copp,
Keith Gordon, Jan Hawkins, Jim Matlock, Mark Mauricio, Carolyn Moser,
Dave Moser, Donald B. Stouder, Dave Ussell, and Olive Wenzel.
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donors and through sales of more than 500 titles on outdoor
recreation, sustainable lifestyle, and conservation. To donate,
purchase books, or learn more, visit us online:

1001 SW Klickitat Way, Suite 201 • Seattle, WA 98134 800-


553-4453 • mbooks@mountaineersbooks.org
www.mountaineersbooks.org

Leave No Trace strives to educate visitors about the nature of their recreational impacts
and offers techniques to prevent and minimize such impacts.
Leave No Trace is best understood as an educational and ethical program, not as a set
of rules and regulations.
For more information, visit www.lnt.org or call 800-332-4100.

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